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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 | $106,102 | $213,785-50.4% | $185,441-42.8% | $155,188-31.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 13.08% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $4,154 | $5,393-23.0% | $4,672-11.1% | $4,248-2.2% |
| Participant deferral / active EE | $12,916 | $6,864+88.2% | $6,152+110.0% | $6,531+97.8% |
| Admin fee / account holder | $34,139 | $21,134+61.5% | $17,890+90.8% | $14,480+135.8% |