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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 | $84,512 | $165,361-48.9% | $149,715-43.6% | $158,950-46.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 17.69% | 348.24%-330.5pp | 276.66%-259.0pp | 302.91%-285.2pp |
| Employer contribution / active EE | $5,869 | $5,103+15.0% | $4,645+26.4% | $4,762+23.2% |
| Participant deferral / active EE | $14,664 | $7,182+104.2% | $6,842+114.3% | $5,983+145.1% |
| Admin fee / account holder | $2,821 | $10,808-73.9% | $9,310-69.7% | $11,248-74.9% |