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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 | $102,108 | $156,398-34.7% | $147,318-30.7% | $138,895-26.5% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 13.22% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,034 | $4,853-37.5% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $9,132 | $8,237+10.9% | $7,906+15.5% | $6,396+42.8% |
| Admin fee / account holder | $25,991 | $14,976+73.6% | $13,708+89.6% | $12,562+106.9% |