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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 | $91,380 | $176,786-48.3% | $146,643-37.7% | $167,536-45.5% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 9.14% | 24.04%-14.9pp | 22.75%-13.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $4,140 | $5,161-19.8% | $4,137+0.1% | $4,839-14.5% |
| Participant deferral / active EE | $8,491 | $6,440+31.8% | $5,506+54.2% | $6,342+33.9% |
| Admin fee / account holder | $17,874 | $13,262+34.8% | $10,280+73.9% | $12,315+45.1% |