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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 | $51,058 | $209,336-75.6% | $197,124-74.1% | $137,256-62.8% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 18.31% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,427 | $6,591+12.7% | $6,227+19.3% | $4,156+78.7% |
| Participant deferral / active EE | $12,667 | $9,614+31.8% | $9,135+38.7% | $6,407+97.7% |
| Admin fee / account holder | $7,053 | $17,308-59.2% | $16,298-56.7% | $12,270-42.5% |