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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 | $119,557 | $183,592-34.9% | $155,574-23.2% | $145,877-18.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.44% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,343 | $5,317-74.7% | $4,676-71.3% | $4,663-71.2% |
| Participant deferral / active EE | $6,797 | $6,466+5.1% | $5,629+20.7% | $6,691+1.6% |
| Admin fee / account holder | $20,078 | $19,316+3.9% | $15,914+26.2% | $13,402+49.8% |