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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 | $103,099 | $154,228-33.2% | $145,433-29.1% | $137,256-24.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $12,079 | $4,804+151.4% | $4,554+165.2% | $4,156+190.6% |
| Participant deferral / active EE | $10,608 | $8,216+29.1% | $7,897+34.3% | $6,407+65.6% |
| Admin fee / account holder | $24,793 | $14,344+72.9% | $13,129+88.8% | $12,270+102.1% |