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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 | $113,292 | $185,312-38.9% | $161,489-29.8% | $154,746-26.8% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.7%+5.5pp | 80.7%+3.5pp |
| Annual return | 10.79% | 103.84%-93.1pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $16,331 | $4,769+242.4% | $4,268+282.6% | $4,379+272.9% |
| Participant deferral / active EE | $6,936 | $6,350+9.2% | $5,630+23.2% | $6,730+3.1% |
| Admin fee / account holder | $114,720 | $18,654+515.0% | $16,006+616.7% | $14,365+698.6% |