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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 | $160,043 | $157,304+1.7% | $141,197+13.3% | $152,909+4.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 20.56% | 64.34%-43.8pp | 71.41%-50.8pp | 345.46%-324.9pp |
| Employer contribution / active EE | $3,593 | $5,263-31.7% | $4,736-24.1% | $4,764-24.6% |
| Participant deferral / active EE | $14,525 | $7,111+104.3% | $6,710+116.5% | $5,851+148.2% |
| Admin fee / account holder | $15,885 | $12,126+31.0% | $10,265+54.8% | $11,601+36.9% |