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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 | $154,228+2.8% | $145,433+9.0% | $137,256+15.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $21,222 | $4,804+341.7% | $4,554+365.9% | $4,156+410.6% |
| Participant deferral / active EE | $13,871 | $8,216+68.8% | $7,897+75.6% | $6,407+116.5% |
| Admin fee / account holder | $2,947 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |