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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 | $101,134 | $154,228-34.4% | $145,433-30.5% | $137,256-26.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 34.47% | 74.59%-40.1pp | 66.58%-32.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $5,955 | $4,804+24.0% | $4,554+30.7% | $4,156+43.3% |
| Participant deferral / active EE | $7,988 | $8,216-2.8% | $7,897+1.1% | $6,407+24.7% |
| Admin fee / account holder | $23,516 | $14,344+63.9% | $13,129+79.1% | $12,270+91.7% |