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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 | $104,797 | $208,088-49.6% | $186,193-43.7% | $154,746-32.3% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.1%+9.6pp | 80.7%+6.0pp |
| Annual return | 19.16% | 89.97%-70.8pp | 78.03%-58.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,680 | $4,340+30.9% | $3,918+45.0% | $4,379+29.7% |
| Participant deferral / active EE | $11,062 | $7,078+56.3% | $6,513+69.8% | $6,730+64.4% |
| Admin fee / account holder | $9,573 | $11,698-18.2% | $11,058-13.4% | $14,365-33.4% |