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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 | $142,891 | $138,385+3.3% | $184,243-22.4% | $80,925+76.6% |
| Participation rate | 82.2% | 83.9%-1.7pp | 86.8%-4.6pp | 67.7%+14.6pp |
| Annual return | 20.19% | 20.02%+0.2pp | 28.82%-8.6pp | 35.65%-15.5pp |
| Employer contribution / active EE | $14,089 | $4,851+190.5% | $6,427+119.2% | $2,756+411.2% |
| Participant deferral / active EE | $15,667 | $7,075+121.4% | $9,132+71.6% | $4,299+264.5% |
| Admin fee / account holder | $12,138 | $10,489+15.7% | $13,914-12.8% | $6,940+74.9% |