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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 | $107,995 | $223,823-51.7% | $211,142-48.9% | $154,746-30.2% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 21.22% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $9,968 | $6,787+46.9% | $6,442+54.7% | $4,379+127.6% |
| Participant deferral / active EE | $9,759 | $9,750+0.1% | $9,284+5.1% | $6,730+45.0% |
| Admin fee / account holder | $2,160 | $19,707-89.0% | $19,076-88.7% | $14,365-85.0% |