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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 | $58,341 | $156,398-62.7% | $147,318-60.4% | $138,895-58.0% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 18.76% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,678 | $4,853+37.6% | $4,593+45.4% | $4,194+59.2% |
| Participant deferral / active EE | $6,601 | $8,237-19.9% | $7,906-16.5% | $6,396+3.2% |
| Admin fee / account holder | $8,715 | $14,976-41.8% | $13,708-36.4% | $12,562-30.6% |