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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 | $30,152 | $174,379-82.7% | $152,093-80.2% | $138,895-78.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 11.37% | 74.86%-63.5pp | 66.36%-55.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $6,359 | $4,652+36.7% | $4,175+52.3% | $4,194+51.6% |
| Participant deferral / active EE | $10,106 | $6,159+64.1% | $5,451+85.4% | $6,396+58.0% |
| Admin fee / account holder | $26,671 | $16,880+58.0% | $14,497+84.0% | $12,562+112.3% |