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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 | $106,687 | $201,344-47.0% | $184,243-42.1% | $145,877-26.9% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 14.68% | 29.01%-14.3pp | 28.82%-14.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,416 | $7,022-51.4% | $6,427-46.9% | $4,663-26.8% |
| Participant deferral / active EE | $7,822 | $9,807-20.2% | $9,132-14.4% | $6,691+16.9% |
| Admin fee / account holder | $17,679 | $16,382+7.9% | $13,914+27.1% | $13,402+31.9% |