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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 | $95,474 | $154,228-38.1% | $145,433-34.4% | $137,256-30.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.47% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $6,773 | $4,804+41.0% | $4,554+48.7% | $4,156+63.0% |
| Participant deferral / active EE | $10,540 | $8,216+28.3% | $7,897+33.5% | $6,407+64.5% |
| Admin fee / account holder | $41,582 | $14,344+189.9% | $13,129+216.7% | $12,270+238.9% |