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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 | $115,715 | $111,535+3.7% | $105,223+10.0% | $137,256-15.7% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 14.79% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,662 | $3,939+18.3% | $3,689+26.4% | $4,156+12.2% |
| Participant deferral / active EE | $15,937 | $5,500+189.8% | $5,072+214.2% | $6,407+148.8% |
| Admin fee / account holder | $32,147 | $9,721+230.7% | $8,859+262.9% | $12,270+162.0% |