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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 | $120,014 | $148,623-19.2% | $135,974-11.7% | $139,466-13.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.90% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $3,716 | $5,246-29.2% | $4,859-23.5% | $4,754-21.8% |
| Participant deferral / active EE | $12,575 | $8,103+55.2% | $7,760+62.0% | $6,712+87.3% |
| Admin fee / account holder | $1,127 | $12,406-90.9% | $10,767-89.5% | $11,409-90.1% |