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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 | $120,634 | $155,555-22.4% | $146,866-17.9% | $155,188-22.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 25.49% | 115.41%-89.9pp | 102.85%-77.4pp | 148.84%-123.3pp |
| Employer contribution / active EE | $9,046 | $4,647+94.7% | $4,425+104.4% | $4,248+113.0% |
| Participant deferral / active EE | $17,422 | $8,044+116.6% | $7,759+124.5% | $6,531+166.8% |
| Admin fee / account holder | $6,133 | $14,755-58.4% | $13,620-55.0% | $14,480-57.6% |