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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 | $96,224 | $165,361-41.8% | $149,715-35.7% | $158,950-39.5% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 19.47% | 348.24%-328.8pp | 276.66%-257.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $8,295 | $5,103+62.5% | $4,645+78.6% | $4,762+74.2% |
| Participant deferral / active EE | $8,929 | $7,182+24.3% | $6,842+30.5% | $5,983+49.2% |
| Admin fee / account holder | $15,344 | $10,808+42.0% | $9,310+64.8% | $11,248+36.4% |