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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 | $124,296 | $210,698-41.0% | $178,014-30.2% | $145,959-14.8% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.1pp | 80.3%+8.0pp |
| Annual return | 10.96% | 386.27%-375.3pp | 294.80%-283.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $4,392 | $4,567-3.8% | $3,950+11.2% | $4,661-5.8% |
| Participant deferral / active EE | $10,814 | $6,958+55.4% | $6,276+72.3% | $6,689+61.7% |
| Admin fee / account holder | $16,509 | $12,016+37.4% | $10,362+59.3% | $13,398+23.2% |