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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 | $110,676 | $181,062-38.9% | $158,223-30.1% | $155,188-28.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 79.2%+10.3pp | 80.8%+8.7pp |
| Annual return | 17.50% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $13,682 | $4,565+199.7% | $4,109+233.0% | $4,248+222.1% |
| Participant deferral / active EE | $7,416 | $6,134+20.9% | $5,467+35.6% | $6,531+13.5% |
| Admin fee / account holder | $32,784 | $18,825+74.2% | $16,047+104.3% | $14,480+126.4% |