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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 | $95,006 | $185,312-48.7% | $161,489-41.2% | $154,746-38.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 18.41% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $7,092 | $4,769+48.7% | $4,268+66.2% | $4,379+62.0% |
| Participant deferral / active EE | $7,848 | $6,350+23.6% | $5,630+39.4% | $6,730+16.6% |
| Admin fee / account holder | $2,092 | $18,654-88.8% | $16,006-86.9% | $14,365-85.4% |