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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 | $117,228 | $154,228-24.0% | $145,433-19.4% | $137,256-14.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,296 | $4,804+31.1% | $4,554+38.2% | $4,156+51.5% |
| Participant deferral / active EE | $12,883 | $8,216+56.8% | $7,897+63.1% | $6,407+101.1% |
| Admin fee / account holder | $9,854 | $14,344-31.3% | $13,129-24.9% | $12,270-19.7% |