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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 | $83,798 | $148,623-43.6% | $135,974-38.4% | $139,466-39.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.17% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,174 | $5,246-39.5% | $4,859-34.7% | $4,754-33.2% |
| Participant deferral / active EE | $9,417 | $8,103+16.2% | $7,760+21.4% | $6,712+40.3% |
| Admin fee / account holder | $3,514 | $12,406-71.7% | $10,767-67.4% | $11,409-69.2% |