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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 | $81,480 | $165,361-50.7% | $149,715-45.6% | $158,950-48.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.34% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $8,547 | $5,103+67.5% | $4,645+84.0% | $4,762+79.5% |
| Participant deferral / active EE | $10,319 | $7,182+43.7% | $6,842+50.8% | $5,983+72.5% |
| Admin fee / account holder | $12,813 | $10,808+18.6% | $9,310+37.6% | $11,248+13.9% |