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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 | $120,320 | $154,228-22.0% | $145,433-17.3% | $137,256-12.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.54% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $13,194 | $4,804+174.6% | $4,554+189.7% | $4,156+217.5% |
| Participant deferral / active EE | $38,799 | $8,216+372.2% | $7,897+391.3% | $6,407+505.6% |
| Admin fee / account holder | $69,723 | $14,344+386.1% | $13,129+431.1% | $12,270+468.2% |