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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 | $102,308 | $174,379-41.3% | $152,093-32.7% | $138,895-26.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 18.38% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $14,903 | $4,652+220.4% | $4,175+257.0% | $4,194+255.3% |
| Participant deferral / active EE | $11,767 | $6,159+91.1% | $5,451+115.9% | $6,396+84.0% |
| Admin fee / account holder | $8,304 | $16,880-50.8% | $14,497-42.7% | $12,562-33.9% |