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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 | $135,957 | $223,823-39.3% | $211,142-35.6% | $154,746-12.1% |
| Participation rate | 95.2% | 87.9%+7.4pp | 87.3%+7.9pp | 80.7%+14.5pp |
| Annual return | 19.24% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $8,823 | $6,787+30.0% | $6,442+37.0% | $4,379+101.5% |
| Participant deferral / active EE | $11,414 | $9,750+17.1% | $9,284+22.9% | $6,730+69.6% |
| Admin fee / account holder | $2,463 | $19,707-87.5% | $19,076-87.1% | $14,365-82.9% |