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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 | $111,003 | $148,629-25.3% | $135,982-18.4% | $139,487-20.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.99% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,210 | $5,247-76.9% | $4,859-75.1% | $4,755-74.5% |
| Participant deferral / active EE | $2,886 | $8,102-64.4% | $7,760-62.8% | $6,713-57.0% |
| Admin fee / account holder | $14,345 | $12,406+15.6% | $10,767+33.2% | $11,407+25.8% |