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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 | $156,398-30.4% | $147,318-26.2% | $138,895-21.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 15.11% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,872 | $4,853-20.2% | $4,593-15.7% | $4,194-7.7% |
| Participant deferral / active EE | $10,231 | $8,237+24.2% | $7,906+29.4% | $6,396+59.9% |
| Admin fee / account holder | $26,996 | $14,976+80.3% | $13,708+96.9% | $12,562+114.9% |