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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 | $93,818 | $154,228-39.2% | $145,433-35.5% | $137,256-31.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.94% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,186 | $4,804+49.6% | $4,554+57.8% | $4,156+72.9% |
| Participant deferral / active EE | $21,578 | $8,216+162.6% | $7,897+173.2% | $6,407+236.8% |
| Admin fee / account holder | $35,734 | $14,344+149.1% | $13,129+172.2% | $12,270+191.2% |