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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 | $108,886 | $174,379-37.6% | $152,093-28.4% | $138,895-21.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 13.85% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $9,950 | $4,652+113.9% | $4,175+138.3% | $4,194+137.2% |
| Participant deferral / active EE | $5,233 | $6,159-15.0% | $5,451-4.0% | $6,396-18.2% |
| Admin fee / account holder | $8,972 | $16,880-46.8% | $14,497-38.1% | $12,562-28.6% |