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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 | $92,805 | $211,288-56.1% | $178,540-48.0% | $145,884-36.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 24.40% | 30.27%-5.9pp | 27.15%-2.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $5,465 | $4,574+19.5% | $3,953+38.2% | $4,662+17.2% |
| Participant deferral / active EE | $7,827 | $6,967+12.3% | $6,281+24.6% | $6,690+17.0% |
| Admin fee / account holder | $30,343 | $12,105+150.7% | $10,424+191.1% | $13,392+126.6% |