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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 | $92,694 | $108,942-14.9% | $100,415-7.7% | $145,897-36.5% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 17.05% | 58.27%-41.2pp | 49.47%-32.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $5,213 | $4,422+17.9% | $3,943+32.2% | $4,663+11.8% |
| Participant deferral / active EE | $8,636 | $8,461+2.1% | $8,091+6.7% | $6,689+29.1% |
| Admin fee / account holder | $8,380 | $9,702-13.6% | $7,906+6.0% | $13,390-37.4% |