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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 | $96,910 | $172,111-43.7% | $150,298-35.5% | $137,256-29.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 14.11% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $6,328 | $4,636+36.5% | $4,154+52.3% | $4,156+52.3% |
| Participant deferral / active EE | $7,835 | $6,166+27.1% | $5,453+43.7% | $6,407+22.3% |
| Admin fee / account holder | $25,690 | $16,471+56.0% | $14,116+82.0% | $12,270+109.4% |