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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 | $165,381-48.9% | $149,730-43.6% | $158,966-46.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 17.69% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.3pp |
| Employer contribution / active EE | $5,869 | $5,104+15.0% | $4,645+26.3% | $4,762+23.2% |
| Participant deferral / active EE | $14,664 | $7,182+104.2% | $6,843+114.3% | $5,983+145.1% |
| Admin fee / account holder | $2,821 | $10,809-73.9% | $9,310-69.7% | $11,250-74.9% |