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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 | $94,457 | $135,956-30.5% | $123,894-23.8% | $273,972-65.5% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 14.25% | 56.63%-42.4pp | 47.52%-33.3pp | 41.46%-27.2pp |
| Employer contribution / active EE | $12,811 | $5,170+147.8% | $4,617+177.5% | $4,869+163.1% |
| Participant deferral / active EE | $2,443 | $6,343-61.5% | $5,984-59.2% | $5,287-53.8% |
| Admin fee / account holder | $11,257 | $9,817+14.7% | $8,357+34.7% | $10,133+11.1% |