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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 | $211,239-41.2% | $178,528-30.4% | $145,877-14.8% |
| Participation rate | 88.2% | 80.8%+7.4pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 10.96% | 30.22%-19.3pp | 27.11%-16.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,392 | $4,570-3.9% | $3,950+11.2% | $4,663-5.8% |
| Participant deferral / active EE | $10,814 | $6,963+55.3% | $6,278+72.2% | $6,691+61.6% |
| Admin fee / account holder | $16,509 | $12,095+36.5% | $10,419+58.4% | $13,402+23.2% |