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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 | $114,269 | $162,136-29.5% | $152,301-25.0% | $154,746-26.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 12.85% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,054 | $4,890-37.5% | $4,624-34.0% | $4,379-30.3% |
| Participant deferral / active EE | $10,242 | $8,341+22.8% | $8,004+28.0% | $6,730+52.2% |
| Admin fee / account holder | $1,446 | $15,759-90.8% | $14,398-90.0% | $14,365-89.9% |