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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 | $162,580 | $139,948+16.2% | $121,663+33.6% | $154,746+5.1% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.5%+19.6pp | 80.7%+13.4pp |
| Annual return | 11.64% | 230.52%-218.9pp | 147.54%-135.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $4,796 | $3,521+36.2% | $3,020+58.8% | $4,379+9.5% |
| Participant deferral / active EE | $12,279 | $5,629+118.1% | $4,887+151.3% | $6,730+82.4% |
| Admin fee / account holder | $21,337 | $17,321+23.2% | $14,289+49.3% | $14,365+48.5% |