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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 | $94,130 | $201,344-53.2% | $184,243-48.9% | $145,877-35.5% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 19.69% | 29.01%-9.3pp | 28.82%-9.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $9,719 | $7,022+38.4% | $6,427+51.2% | $4,663+108.4% |
| Participant deferral / active EE | $15,761 | $9,807+60.7% | $9,132+72.6% | $6,691+135.6% |
| Admin fee / account holder | $2,514 | $16,382-84.7% | $13,914-81.9% | $13,402-81.2% |