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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 | $236,970 | $154,228+53.6% | $145,433+62.9% | $137,256+72.6% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 15.58% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $8,747 | $4,804+82.1% | $4,554+92.1% | $4,156+110.5% |
| Participant deferral / active EE | $13,989 | $8,216+70.3% | $7,897+77.1% | $6,407+118.3% |
| Admin fee / account holder | $8,539 | $14,344-40.5% | $13,129-35.0% | $12,270-30.4% |