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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 | $93,740 | $162,136-42.2% | $152,301-38.5% | $154,746-39.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $11,376 | $4,890+132.6% | $4,624+146.0% | $4,379+159.8% |
| Participant deferral / active EE | $11,778 | $8,341+41.2% | $8,004+47.2% | $6,730+75.0% |
| Admin fee / account holder | $18,335 | $15,759+16.3% | $14,398+27.3% | $14,365+27.6% |