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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 | $181,351 | $155,555+16.6% | $146,866+23.5% | $155,188+16.9% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 14.19% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,452 | $4,647-25.7% | $4,425-22.0% | $4,248-18.7% |
| Participant deferral / active EE | $9,592 | $8,044+19.2% | $7,759+23.6% | $6,531+46.9% |
| Admin fee / account holder | $10,203 | $14,755-30.9% | $13,620-25.1% | $14,480-29.5% |