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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 | $96,155 | $172,111-44.1% | $150,298-36.0% | $137,256-29.9% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 13.14% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,183 | $4,636-31.3% | $4,154-23.4% | $4,156-23.4% |
| Participant deferral / active EE | $8,960 | $6,166+45.3% | $5,453+64.3% | $6,407+39.9% |
| Admin fee / account holder | $17,785 | $16,471+8.0% | $14,116+26.0% | $12,270+44.9% |