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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 | $121,810 | $185,312-34.3% | $161,489-24.6% | $154,746-21.3% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 17.72% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $6,901 | $4,769+44.7% | $4,268+61.7% | $4,379+57.6% |
| Participant deferral / active EE | $5,830 | $6,350-8.2% | $5,630+3.6% | $6,730-13.4% |
| Admin fee / account holder | $1,423 | $18,654-92.4% | $16,006-91.1% | $14,365-90.1% |