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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 | $82,304 | $154,228-46.6% | $145,433-43.4% | $137,256-40.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 13.09% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,640 | $4,804+17.4% | $4,554+23.8% | $4,156+35.7% |
| Participant deferral / active EE | $11,411 | $8,216+38.9% | $7,897+44.5% | $6,407+78.1% |
| Admin fee / account holder | $24,543 | $14,344+71.1% | $13,129+86.9% | $12,270+100.0% |