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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 | $117,980 | $182,442-35.3% | $163,379-27.8% | $138,895-15.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 16.23% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $8,814 | $4,159+111.9% | $3,752+134.9% | $4,194+110.1% |
| Participant deferral / active EE | $7,549 | $6,817+10.7% | $6,282+20.2% | $6,396+18.0% |
| Admin fee / account holder | $26,106 | $10,396+151.1% | $9,818+165.9% | $12,562+107.8% |