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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 | $108,780 | $154,228-29.5% | $145,433-25.2% | $137,256-20.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 15.11% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,872 | $4,804-19.4% | $4,554-15.0% | $4,156-6.8% |
| Participant deferral / active EE | $10,231 | $8,216+24.5% | $7,897+29.5% | $6,407+59.7% |
| Admin fee / account holder | $26,996 | $14,344+88.2% | $13,129+105.6% | $12,270+120.0% |