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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 | $102,858 | $154,228-33.3% | $145,433-29.3% | $137,256-25.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.39% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,657 | $4,804-44.7% | $4,554-41.7% | $4,156-36.1% |
| Participant deferral / active EE | $9,322 | $8,216+13.4% | $7,897+18.0% | $6,407+45.5% |
| Admin fee / account holder | $1,093 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |