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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 | $225,673-54.5% | $203,872-49.6% | $155,188-33.8% |
| Participation rate | 86.4% | 80.3%+6.1pp | 77.8%+8.6pp | 80.8%+5.6pp |
| Annual return | 14.28% | 95.91%-81.6pp | 85.11%-70.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $5,368 | $4,099+31.0% | $3,757+42.9% | $4,248+26.4% |
| Participant deferral / active EE | $7,713 | $6,893+11.9% | $6,388+20.8% | $6,531+18.1% |
| Admin fee / account holder | $1,591 | $12,327-87.1% | $11,730-86.4% | $14,480-89.0% |