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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 | $93,402 | $154,228-39.4% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,097 | $4,804+6.1% | $4,554+11.9% | $4,156+22.6% |
| Participant deferral / active EE | $9,004 | $8,216+9.6% | $7,897+14.0% | $6,407+40.5% |
| Admin fee / account holder | $24,766 | $14,344+72.7% | $13,129+88.6% | $12,270+101.8% |