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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 | $108,967 | $132,099-17.5% | $115,599-5.7% | $138,895-21.5% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.3%+10.7pp | 79.9%+5.1pp |
| Annual return | 18.31% | 176.76%-158.4pp | 111.10%-92.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,883 | $3,416-15.6% | $2,955-2.5% | $4,194-31.3% |
| Participant deferral / active EE | $6,104 | $5,617+8.7% | $4,889+24.8% | $6,396-4.6% |
| Admin fee / account holder | $12,323 | $15,650-21.3% | $12,841-4.0% | $12,562-1.9% |