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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 | $135,474 | $154,228-12.2% | $145,433-6.8% | $137,256-1.3% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,160 | $4,804+90.7% | $4,554+101.1% | $4,156+120.4% |
| Participant deferral / active EE | $13,202 | $8,216+60.7% | $7,897+67.2% | $6,407+106.1% |
| Admin fee / account holder | $10,058 | $14,344-29.9% | $13,129-23.4% | $12,270-18.0% |