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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 | $118,480 | $178,174-33.5% | $156,181-24.1% | $137,256-13.7% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 13.30% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,062 | $4,972-18.3% | $4,294-5.4% | $4,156-2.3% |
| Participant deferral / active EE | $6,294 | $6,888-8.6% | $6,132+2.6% | $6,407-1.8% |
| Admin fee / account holder | $34,674 | $17,404+99.2% | $14,586+137.7% | $12,270+182.6% |