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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 | $162,136-36.8% | $152,301-32.8% | $154,746-33.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.90% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $7,415 | $4,890+51.6% | $4,624+60.3% | $4,379+69.3% |
| Participant deferral / active EE | $15,396 | $8,341+84.6% | $8,004+92.4% | $6,730+128.8% |
| Admin fee / account holder | $17,210 | $15,759+9.2% | $14,398+19.5% | $14,365+19.8% |