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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 | $110,814 | $148,623-25.4% | $135,974-18.5% | $139,466-20.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.72% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $5,474 | $5,246+4.3% | $4,859+12.7% | $4,754+15.2% |
| Participant deferral / active EE | $7,110 | $8,103-12.2% | $7,760-8.4% | $6,712+5.9% |
| Admin fee / account holder | $26,122 | $12,406+110.6% | $10,767+142.6% | $11,409+129.0% |