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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 | $109,660 | $162,812-32.6% | $133,971-18.1% | $158,966-31.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 18.67% | 41.94%-23.3pp | 45.09%-26.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $5,538 | $4,976+11.3% | $3,919+41.3% | $4,762+16.3% |
| Participant deferral / active EE | $13,973 | $5,910+136.4% | $5,047+176.9% | $5,983+133.5% |
| Admin fee / account holder | $14,888 | $11,741+26.8% | $8,929+66.7% | $11,250+32.3% |