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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 | $110,608 | $209,336-47.2% | $197,124-43.9% | $137,256-19.4% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 25.71% | 48.09%-22.4pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $10,855 | $6,591+64.7% | $6,227+74.3% | $4,156+161.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,672 | $17,308+13.7% | $16,298+20.7% | $12,270+60.3% |