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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 | $178,540 | $157,296+13.5% | $141,191+26.5% | $152,897+16.8% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 18.18% | 64.34%-46.2pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $3,305 | $5,262-37.2% | $4,736-30.2% | $4,764-30.6% |
| Participant deferral / active EE | $9,066 | $7,111+27.5% | $6,710+35.1% | $5,851+54.9% |
| Admin fee / account holder | $20,860 | $12,125+72.0% | $10,264+103.2% | $11,599+79.8% |