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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 | $101,809 | $212,386-52.1% | $199,883-49.1% | $138,895-26.7% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 14.10% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $5,257 | $6,625-20.6% | $6,261-16.0% | $4,194+25.3% |
| Participant deferral / active EE | $11,850 | $9,617+23.2% | $9,138+29.7% | $6,396+85.3% |
| Admin fee / account holder | $24,516 | $18,233+34.5% | $17,268+42.0% | $12,562+95.2% |