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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 | $107,082 | $178,174-39.9% | $156,181-31.4% | $137,256-22.0% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 16.34% | 84.19%-67.9pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,910 | $4,972-61.6% | $4,294-55.5% | $4,156-54.0% |
| Participant deferral / active EE | $8,365 | $6,888+21.4% | $6,132+36.4% | $6,407+30.6% |
| Admin fee / account holder | $1,803 | $17,404-89.6% | $14,586-87.6% | $12,270-85.3% |