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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 | $122,314 | $178,174-31.4% | $156,181-21.7% | $137,256-10.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 21.95% | 84.19%-62.2pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,305 | $4,972+6.7% | $4,294+23.6% | $4,156+27.6% |
| Participant deferral / active EE | $10,197 | $6,888+48.0% | $6,132+66.3% | $6,407+59.2% |
| Admin fee / account holder | $1,732 | $17,404-90.1% | $14,586-88.1% | $12,270-85.9% |