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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 | $156,398-34.2% | $147,318-30.2% | $138,895-25.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.39% | 78.75%-63.4pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,657 | $4,853-45.2% | $4,593-42.1% | $4,194-36.6% |
| Participant deferral / active EE | $9,322 | $8,237+13.2% | $7,906+17.9% | $6,396+45.7% |
| Admin fee / account holder | $1,093 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |