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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 | $114,155 | $183,592-37.8% | $155,574-26.6% | $145,877-21.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.89% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,070 | $5,317-79.9% | $4,676-77.1% | $4,663-77.0% |
| Participant deferral / active EE | $11,337 | $6,466+75.3% | $5,629+101.4% | $6,691+69.4% |
| Admin fee / account holder | $27,209 | $19,316+40.9% | $15,914+71.0% | $13,402+103.0% |