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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 | $106,848 | $202,463-47.2% | $169,397-36.9% | $139,487-23.4% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 12.60% | 532.64%-520.0pp | 406.23%-393.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $3,603 | $4,694-23.2% | $4,013-10.2% | $4,755-24.2% |
| Participant deferral / active EE | $7,541 | $6,941+8.7% | $6,223+21.2% | $6,713+12.3% |
| Admin fee / account holder | $8,643 | $10,726-19.4% | $9,017-4.1% | $11,407-24.2% |