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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 | $168,221 | $155,555+8.1% | $146,866+14.5% | $155,188+8.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 20.74% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $14,559 | $4,647+213.3% | $4,425+229.0% | $4,248+242.7% |
| Participant deferral / active EE | $15,094 | $8,044+87.6% | $7,759+94.5% | $6,531+131.1% |
| Admin fee / account holder | $1,751 | $14,755-88.1% | $13,620-87.1% | $14,480-87.9% |