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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 | $142,354+14.2% | $125,529+29.5% | $155,188+4.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.7%+19.4pp | 80.8%+13.3pp |
| Annual return | 11.64% | 306.06%-294.4pp | 202.56%-190.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $4,796 | $3,501+37.0% | $3,058+56.9% | $4,248+12.9% |
| Participant deferral / active EE | $12,279 | $5,491+123.6% | $4,813+155.1% | $6,531+88.0% |
| Admin fee / account holder | $21,337 | $19,392+10.0% | $16,298+30.9% | $14,480+47.4% |