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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 | $115,001 | $209,336-45.1% | $197,124-41.7% | $137,256-16.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 16.27% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $11,200 | $6,591+69.9% | $6,227+79.8% | $4,156+169.5% |
| Participant deferral / active EE | $9,312 | $9,614-3.1% | $9,135+1.9% | $6,407+45.3% |
| Admin fee / account holder | $1,197 | $17,308-93.1% | $16,298-92.7% | $12,270-90.2% |