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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 | $105,065 | $160,028-34.3% | $147,080-28.6% | $145,884-28.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.98% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,805 | $5,286-28.0% | $4,933-22.9% | $4,662-18.4% |
| Participant deferral / active EE | $10,322 | $8,422+22.6% | $8,066+28.0% | $6,690+54.3% |
| Admin fee / account holder | $14,874 | $15,030-1.0% | $12,989+14.5% | $13,392+11.1% |