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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 | $102,407 | $196,972-48.0% | $182,262-43.8% | $198,609-48.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $7,415 | $5,364+38.2% | $5,046+47.0% | $5,055+46.7% |
| Participant deferral / active EE | $15,396 | $8,643+78.1% | $8,276+86.0% | $6,977+120.7% |
| Admin fee / account holder | $17,210 | $18,429-6.6% | $16,712+3.0% | $19,030-9.6% |