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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 | $107,102 | $176,794-39.4% | $146,647-27.0% | $167,553-36.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 9.30% | 24.04%-14.7pp | 22.75%-13.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $5,125 | $5,161-0.7% | $4,137+23.9% | $4,840+5.9% |
| Participant deferral / active EE | $4,294 | $6,440-33.3% | $5,506-22.0% | $6,343-32.3% |
| Admin fee / account holder | $16,837 | $13,262+27.0% | $10,281+63.8% | $12,316+36.7% |