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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 | $203,733 | $156,398+30.3% | $147,318+38.3% | $138,895+46.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 13.56% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $7,467 | $4,853+53.9% | $4,593+62.6% | $4,194+78.0% |
| Participant deferral / active EE | $17,862 | $8,237+116.8% | $7,906+125.9% | $6,396+179.3% |
| Admin fee / account holder | $1,962 | $14,976-86.9% | $13,708-85.7% | $12,562-84.4% |