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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 | $105,104 | $165,399-36.5% | $149,745-29.8% | $158,982-33.9% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 13.75% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $12,547 | $5,105+145.8% | $4,646+170.1% | $4,763+163.4% |
| Participant deferral / active EE | $7,559 | $7,183+5.2% | $6,843+10.5% | $5,983+26.3% |
| Admin fee / account holder | $1,107 | $10,811-89.8% | $9,312-88.1% | $11,252-90.2% |