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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 | $97,765 | $228,352-57.2% | $185,835-47.4% | $158,966-38.5% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 31.80% | 40.81%-9.0pp | 35.96%-4.2pp | 302.95%-271.1pp |
| Employer contribution / active EE | $1,453 | $4,967-70.7% | $4,087-64.4% | $4,762-69.5% |
| Participant deferral / active EE | $11,173 | $6,416+74.1% | $5,633+98.3% | $5,983+86.7% |
| Admin fee / account holder | $12,066 | $11,867+1.7% | $9,502+27.0% | $11,250+7.3% |