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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 | $104,044 | $183,592-43.3% | $155,574-33.1% | $145,877-28.7% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 9.61% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $5,519 | $5,317+3.8% | $4,676+18.0% | $4,663+18.4% |
| Participant deferral / active EE | $8,492 | $6,466+31.3% | $5,629+50.9% | $6,691+26.9% |
| Admin fee / account holder | $3,094 | $19,316-84.0% | $15,914-80.6% | $13,402-76.9% |