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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 | $94,691 | $228,352-58.5% | $185,835-49.0% | $158,966-40.4% |
| Participation rate | 93.8% | 82.3%+11.4pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 17.61% | 40.81%-23.2pp | 35.96%-18.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $5,644 | $4,967+13.6% | $4,087+38.1% | $4,762+18.5% |
| Participant deferral / active EE | $11,751 | $6,416+83.1% | $5,633+108.6% | $5,983+96.4% |
| Admin fee / account holder | $6,789 | $11,867-42.8% | $9,502-28.6% | $11,250-39.7% |