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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 | $162,136-36.4% | $152,301-32.3% | $154,746-33.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.23% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $12,079 | $4,890+147.0% | $4,624+161.2% | $4,379+175.8% |
| Participant deferral / active EE | $10,608 | $8,341+27.2% | $8,004+32.5% | $6,730+57.6% |
| Admin fee / account holder | $24,793 | $15,759+57.3% | $14,398+72.2% | $14,365+72.6% |