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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 | $107,812 | $148,582-27.4% | $135,942-20.7% | $139,456-22.7% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.9pp |
| Annual return | 18.22% | 79.26%-61.0pp | 68.28%-50.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $4,808 | $5,245-8.3% | $4,858-1.0% | $4,753+1.2% |
| Participant deferral / active EE | $10,964 | $8,101+35.3% | $7,759+41.3% | $6,711+63.4% |
| Admin fee / account holder | $12,447 | $12,402+0.4% | $10,764+15.6% | $11,407+9.1% |