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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 | $181,062-46.5% | $158,223-38.8% | $155,188-37.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 14.11% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $6,328 | $4,565+38.6% | $4,109+54.0% | $4,248+49.0% |
| Participant deferral / active EE | $7,835 | $6,134+27.7% | $5,467+43.3% | $6,531+20.0% |
| Admin fee / account holder | $25,690 | $18,825+36.5% | $16,047+60.1% | $14,480+77.4% |