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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 | $91,702 | $209,336-56.2% | $197,124-53.5% | $137,256-33.2% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 20.14% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $7,035 | $6,591+6.7% | $6,227+13.0% | $4,156+69.3% |
| Participant deferral / active EE | $10,852 | $9,614+12.9% | $9,135+18.8% | $6,407+69.4% |
| Admin fee / account holder | $686 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |