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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 | $93,640 | $178,174-47.4% | $156,181-40.0% | $137,256-31.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 11.92% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,922 | $4,972-1.0% | $4,294+14.6% | $4,156+18.4% |
| Participant deferral / active EE | $13,722 | $6,888+99.2% | $6,132+123.8% | $6,407+114.2% |
| Admin fee / account holder | $6,056 | $17,404-65.2% | $14,586-58.5% | $12,270-50.6% |