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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 | $178,174-40.5% | $156,181-32.1% | $137,256-22.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 13.08% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,154 | $4,972-16.4% | $4,294-3.2% | $4,1560% |
| Participant deferral / active EE | $12,916 | $6,888+87.5% | $6,132+110.6% | $6,407+101.6% |
| Admin fee / account holder | $34,139 | $17,404+96.2% | $14,586+134.1% | $12,270+178.2% |