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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 | $101,989 | $132,634-23.1% | $115,768-11.9% | $137,256-25.7% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.4%+12.6pp | 80.0%+7.0pp |
| Annual return | 18.09% | 160.70%-142.6pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $14,111 | $3,360+320.0% | $2,940+380.0% | $4,156+239.5% |
| Participant deferral / active EE | $39,707 | $5,619+606.7% | $4,917+707.6% | $6,407+519.8% |
| Admin fee / account holder | $18,417 | $15,028+22.5% | $12,439+48.1% | $12,270+50.1% |