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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 | $105,605 | $156,398-32.5% | $147,318-28.3% | $138,895-24.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $7,823 | $4,853+61.2% | $4,593+70.3% | $4,194+86.5% |
| Participant deferral / active EE | $10,360 | $8,237+25.8% | $7,906+31.0% | $6,396+62.0% |
| Admin fee / account holder | $526 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |