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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 | $100,357 | $114,013-12.0% | $103,693-3.2% | $155,188-35.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 13.18% | 49.31%-36.1pp | 47.61%-34.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $6,566 | $3,131+109.7% | $2,920+124.8% | $4,248+54.6% |
| Participant deferral / active EE | $7,737 | $4,970+55.7% | $4,579+69.0% | $6,531+18.5% |
| Admin fee / account holder | $8,036 | $8,407-4.4% | $7,858+2.3% | $14,480-44.5% |