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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 | $138,393+3.3% | $184,256-22.4% | $80,959+76.5% |
| Participation rate | 82.2% | 83.9%-1.7pp | 86.8%-4.6pp | 67.7%+14.6pp |
| Annual return | 20.19% | 20.01%+0.2pp | 28.85%-8.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $14,089 | $4,847+190.6% | $6,427+119.2% | $2,757+411.0% |
| Participant deferral / active EE | $15,667 | $7,076+121.4% | $9,133+71.5% | $4,300+264.3% |
| Admin fee / account holder | $12,138 | $10,489+15.7% | $13,899-12.7% | $6,925+75.3% |