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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 | $247,712 | $154,228+60.6% | $145,433+70.3% | $137,256+80.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.74% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $9,927 | $4,804+106.6% | $4,554+118.0% | $4,156+138.8% |
| Participant deferral / active EE | $9,775 | $8,216+19.0% | $7,897+23.8% | $6,407+52.6% |
| Admin fee / account holder | $28,938 | $14,344+101.8% | $13,129+120.4% | $12,270+135.8% |