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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 | $254,759-54.5% | $216,567-46.5% | $198,609-41.7% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 18.47% | 10.04%+8.4pp | 12.94%+5.5pp | 202.70%-184.2pp |
| Employer contribution / active EE | $8,980 | $6,096+47.3% | $5,216+72.2% | $5,055+77.6% |
| Participant deferral / active EE | $4,818 | $6,948-30.7% | $6,191-22.2% | $6,977-30.9% |
| Admin fee / account holder | $831 | $26,311-96.8% | $21,981-96.2% | $19,030-95.6% |