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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 | $120,694 | $156,398-22.8% | $147,318-18.1% | $138,895-13.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.87% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $10,696 | $4,853+120.4% | $4,593+132.9% | $4,194+155.0% |
| Participant deferral / active EE | $15,824 | $8,237+92.1% | $7,906+100.1% | $6,396+147.4% |
| Admin fee / account holder | $15,557 | $14,976+3.9% | $13,708+13.5% | $12,562+23.8% |