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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 | $122,901 | $154,228-20.3% | $145,433-15.5% | $137,256-10.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,774 | $4,804+20.2% | $4,554+26.8% | $4,156+38.9% |
| Participant deferral / active EE | $20,764 | $8,216+152.7% | $7,897+162.9% | $6,407+224.1% |
| Admin fee / account holder | $7,405 | $14,344-48.4% | $13,129-43.6% | $12,270-39.6% |