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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 | $126,735 | $181,062-30.0% | $158,223-19.9% | $155,188-18.3% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 13.35% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $8,438 | $4,565+84.9% | $4,109+105.4% | $4,248+98.7% |
| Participant deferral / active EE | $16,307 | $6,134+165.8% | $5,467+198.3% | $6,531+149.7% |
| Admin fee / account holder | $24,510 | $18,825+30.2% | $16,047+52.7% | $14,480+69.3% |