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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 | $99,979 | $157,276-36.4% | $141,177-29.2% | $152,885-34.6% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 31.21% | 64.33%-33.1pp | 71.40%-40.2pp | 345.39%-314.2pp |
| Employer contribution / active EE | $5,918 | $5,262+12.5% | $4,736+25.0% | $4,763+24.2% |
| Participant deferral / active EE | $5,305 | $7,110-25.4% | $6,710-20.9% | $5,851-9.3% |
| Admin fee / account holder | $17,143 | $12,123+41.4% | $10,263+67.0% | $11,598+47.8% |