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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 | $187,149 | $212,386-11.9% | $199,883-6.4% | $138,895+34.7% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 15.57% | 47.75%-32.2pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $18,910 | $6,625+185.5% | $6,261+202.0% | $4,194+350.9% |
| Participant deferral / active EE | $15,668 | $9,617+62.9% | $9,138+71.5% | $6,396+145.0% |
| Admin fee / account holder | $135,563 | $18,233+643.5% | $17,268+685.1% | $12,562+979.1% |