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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 | $156,398-34.5% | $147,318-30.4% | $138,895-26.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 19.24% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $8,316 | $4,853+71.3% | $4,593+81.1% | $4,194+98.3% |
| Participant deferral / active EE | $8,123 | $8,237-1.4% | $7,906+2.7% | $6,396+27.0% |
| Admin fee / account holder | $1,181 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |