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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 | $101,247 | $185,312-45.4% | $161,489-37.3% | $154,746-34.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 14.41% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $6,449 | $4,769+35.2% | $4,268+51.1% | $4,379+47.3% |
| Participant deferral / active EE | $6,358 | $6,350+0.1% | $5,630+12.9% | $6,730-5.5% |
| Admin fee / account holder | $20,872 | $18,654+11.9% | $16,006+30.4% | $14,365+45.3% |