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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 | $102,508 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.24% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $8,316 | $4,804+73.1% | $4,554+82.6% | $4,156+100.1% |
| Participant deferral / active EE | $8,123 | $8,216-1.1% | $7,897+2.9% | $6,407+26.8% |
| Admin fee / account holder | $1,181 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |