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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 | $115,805 | $178,174-35.0% | $156,181-25.9% | $137,256-15.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 18.47% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,980 | $4,972+80.6% | $4,294+109.1% | $4,156+116.1% |
| Participant deferral / active EE | $4,818 | $6,888-30.0% | $6,132-21.4% | $6,407-24.8% |
| Admin fee / account holder | $831 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |