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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 | $117,239 | $171,492-31.6% | $150,734-22.2% | $198,609-41.0% |
| Participation rate | 88.2% | 81.4%+6.8pp | 78.4%+9.8pp | 82.4%+5.9pp |
| Annual return | 17.15% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $6,158 | $5,470+12.6% | $4,918+25.2% | $5,055+21.8% |
| Participant deferral / active EE | $7,304 | $6,259+16.7% | $5,610+30.2% | $6,977+4.7% |
| Admin fee / account holder | $751 | $17,628-95.7% | $14,905-95.0% | $19,030-96.1% |