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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 | $114,771 | $202,440-43.3% | $169,390-32.2% | $139,466-17.7% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | 17.01% | 532.36%-515.4pp | 406.07%-389.1pp | 373.66%-356.7pp |
| Employer contribution / active EE | $4,124 | $4,693-12.1% | $4,013+2.8% | $4,754-13.3% |
| Participant deferral / active EE | $10,310 | $6,940+48.5% | $6,222+65.7% | $6,712+53.6% |
| Admin fee / account holder | $4,579 | $10,722-57.3% | $9,015-49.2% | $11,409-59.9% |