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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 | $112,883 | $162,136-30.4% | $152,301-25.9% | $154,746-27.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 16.84% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,603 | $4,890-26.3% | $4,624-22.1% | $4,379-17.7% |
| Participant deferral / active EE | $11,338 | $8,341+35.9% | $8,004+41.7% | $6,730+68.5% |
| Admin fee / account holder | $20,097 | $15,759+27.5% | $14,398+39.6% | $14,365+39.9% |