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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 | $156,398-35.3% | $147,318-31.3% | $138,895-27.2% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 34.47% | 78.75%-44.3pp | 70.43%-36.0pp | 145.39%-110.9pp |
| Employer contribution / active EE | $5,955 | $4,853+22.7% | $4,593+29.7% | $4,194+42.0% |
| Participant deferral / active EE | $7,988 | $8,237-3.0% | $7,906+1.0% | $6,396+24.9% |
| Admin fee / account holder | $23,516 | $14,976+57.0% | $13,708+71.6% | $12,562+87.2% |