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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 | $102,308 | $185,312-44.8% | $161,489-36.6% | $154,746-33.9% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 16.00% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,203 | $4,769+9.1% | $4,268+21.9% | $4,379+18.8% |
| Participant deferral / active EE | $8,051 | $6,350+26.8% | $5,630+43.0% | $6,730+19.6% |
| Admin fee / account holder | $1,358 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |