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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 | $108,124 | $154,228-29.9% | $145,433-25.7% | $137,256-21.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,611 | $4,804+16.8% | $4,554+23.2% | $4,156+35.0% |
| Participant deferral / active EE | $12,654 | $8,216+54.0% | $7,897+60.2% | $6,407+97.5% |
| Admin fee / account holder | $61,360 | $14,344+327.8% | $13,129+367.4% | $12,270+400.1% |