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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 | $118,099 | $124,980-5.5% | $108,359+9.0% | $154,746-23.7% |
| Participation rate | 88.2% | 75.2%+13.1pp | 70.1%+18.1pp | 80.7%+7.5pp |
| Annual return | 14.39% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $4,305 | $2,851+51.0% | $2,399+79.4% | $4,379-1.7% |
| Participant deferral / active EE | $8,183 | $4,743+72.5% | $4,137+97.8% | $6,730+21.6% |
| Admin fee / account holder | $24,261 | $11,502+110.9% | $9,741+149.1% | $14,365+68.9% |