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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 | $201,370-47.0% | $184,256-42.1% | $145,897-26.9% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 14.68% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,416 | $7,024-51.4% | $6,427-46.9% | $4,663-26.7% |
| Participant deferral / active EE | $7,822 | $9,808-20.3% | $9,133-14.4% | $6,689+16.9% |
| Admin fee / account holder | $17,679 | $16,364+8.0% | $13,899+27.2% | $13,390+32.0% |