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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 | $52,218 | $172,111-69.7% | $150,298-65.3% | $137,256-62.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $14,016 | $4,636+202.3% | $4,154+237.4% | $4,156+237.3% |
| Participant deferral / active EE | $7,278 | $6,166+18.0% | $5,453+33.5% | $6,407+13.6% |
| Admin fee / account holder | $17,179 | $16,471+4.3% | $14,116+21.7% | $12,270+40.0% |