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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 | $115,574 | $148,623-22.2% | $135,974-15.0% | $139,466-17.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 16.85% | 79.30%-62.4pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,351 | $5,246-74.2% | $4,859-72.2% | $4,754-71.6% |
| Participant deferral / active EE | $13,769 | $8,103+69.9% | $7,760+77.4% | $6,712+105.1% |
| Admin fee / account holder | $13,868 | $12,406+11.8% | $10,767+28.8% | $11,409+21.6% |