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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 | $158,558 | $162,136-2.2% | $152,301+4.1% | $154,746+2.5% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 19.82% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $21,222 | $4,890+334.0% | $4,624+358.9% | $4,379+384.6% |
| Participant deferral / active EE | $13,871 | $8,341+66.3% | $8,004+73.3% | $6,730+106.1% |
| Admin fee / account holder | $2,947 | $15,759-81.3% | $14,398-79.5% | $14,365-79.5% |