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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 | $80,053 | $117,895-32.1% | $102,460-21.9% | $145,897-45.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.10% | 31.92%-18.8pp | 29.47%-16.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $4,228 | $3,619+16.8% | $3,025+39.8% | $4,663-9.3% |
| Participant deferral / active EE | $10,053 | $5,736+75.3% | $5,056+98.8% | $6,689+50.3% |
| Admin fee / account holder | $16,531 | $13,353+23.8% | $9,460+74.7% | $13,390+23.5% |