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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 | $102,748 | $208,088-50.6% | $186,193-44.8% | $154,746-33.6% |
| Participation rate | 86.4% | 80.0%+6.4pp | 77.1%+9.3pp | 80.7%+5.7pp |
| Annual return | 14.28% | 89.97%-75.7pp | 78.03%-63.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $5,368 | $4,340+23.7% | $3,918+37.0% | $4,379+22.6% |
| Participant deferral / active EE | $7,713 | $7,078+9.0% | $6,513+18.4% | $6,730+14.6% |
| Admin fee / account holder | $1,591 | $11,698-86.4% | $11,058-85.6% | $14,365-88.9% |