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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 | $196,972-47.7% | $182,262-43.4% | $198,609-48.1% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 16.23% | 158.27%-142.0pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $12,079 | $5,364+125.2% | $5,046+139.4% | $5,055+138.9% |
| Participant deferral / active EE | $10,608 | $8,643+22.7% | $8,276+28.2% | $6,977+52.0% |
| Admin fee / account holder | $24,793 | $18,429+34.5% | $16,712+48.4% | $19,030+30.3% |