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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 | $124,814 | $172,111-27.5% | $150,298-17.0% | $137,256-9.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 18.66% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $14,405 | $4,636+210.7% | $4,154+246.8% | $4,156+246.6% |
| Participant deferral / active EE | $7,610 | $6,166+23.4% | $5,453+39.6% | $6,407+18.8% |
| Admin fee / account holder | $4,877 | $16,471-70.4% | $14,116-65.4% | $12,270-60.2% |