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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 | $249,146 | $155,555+60.2% | $146,866+69.6% | $155,188+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.08% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $4,549 | $4,647-2.1% | $4,425+2.8% | $4,248+7.1% |
| Participant deferral / active EE | $9,265 | $8,044+15.2% | $7,759+19.4% | $6,531+41.9% |
| Admin fee / account holder | $14,074 | $14,755-4.6% | $13,620+3.3% | $14,480-2.8% |