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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 | $190,292 | $155,555+22.3% | $146,866+29.6% | $155,188+22.6% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 17.50% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.3pp |
| Employer contribution / active EE | $14,200 | $4,647+205.6% | $4,425+220.9% | $4,248+234.3% |
| Participant deferral / active EE | $7,032 | $8,044-12.6% | $7,759-9.4% | $6,531+7.7% |
| Admin fee / account holder | $4,715 | $14,755-68.0% | $13,620-65.4% | $14,480-67.4% |