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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 | $156,398-34.1% | $147,318-30.0% | $138,895-25.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.23% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $12,079 | $4,853+148.9% | $4,593+163.0% | $4,194+188.0% |
| Participant deferral / active EE | $10,608 | $8,237+28.8% | $7,906+34.2% | $6,396+65.8% |
| Admin fee / account holder | $24,793 | $14,976+65.6% | $13,708+80.9% | $12,562+97.4% |