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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,140 | $124,425+38.3% | $112,040+53.6% | $137,256+25.4% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 20.68% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $14,013 | $3,411+310.8% | $2,954+374.4% | $4,156+237.2% |
| Participant deferral / active EE | $14,503 | $5,718+153.6% | $5,098+184.5% | $6,407+126.4% |
| Admin fee / account holder | $2,752 | $15,207-81.9% | $12,098-77.3% | $12,270-77.6% |