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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 | $139,977 | $110,240+27.0% | $96,544+45.0% | $139,487+0.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | 17.16% | 26.41%-9.3pp | 25.88%-8.7pp | 373.84%-356.7pp |
| Employer contribution / active EE | $11,780 | $3,622+225.2% | $2,966+297.1% | $4,755+147.8% |
| Participant deferral / active EE | $11,572 | $5,549+108.5% | $4,851+138.5% | $6,713+72.4% |
| Admin fee / account holder | $16,447 | $11,602+41.8% | $8,254+99.2% | $11,407+44.2% |