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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 | $211,224-41.2% | $178,505-30.4% | $145,897-14.8% |
| Participation rate | 88.2% | 80.8%+7.4pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 10.96% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,392 | $4,577-4.0% | $3,955+11.1% | $4,663-5.8% |
| Participant deferral / active EE | $10,814 | $6,966+55.2% | $6,280+72.2% | $6,689+61.7% |
| Admin fee / account holder | $16,509 | $12,109+36.3% | $10,428+58.3% | $13,390+23.3% |