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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 | $112,965 | $223,823-49.5% | $211,142-46.5% | $154,746-27.0% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 20.71% | 50.39%-29.7pp | 46.84%-26.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $8,552 | $6,787+26.0% | $6,442+32.7% | $4,379+95.3% |
| Participant deferral / active EE | $12,669 | $9,750+29.9% | $9,284+36.5% | $6,730+88.2% |
| Admin fee / account holder | $25,296 | $19,707+28.4% | $19,076+32.6% | $14,365+76.1% |