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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 | $69,864 | $155,555-55.1% | $146,866-52.4% | $155,188-55.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 16.73% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,855 | $4,647-38.6% | $4,425-35.5% | $4,248-32.8% |
| Participant deferral / active EE | $10,282 | $8,044+27.8% | $7,759+32.5% | $6,531+57.4% |
| Admin fee / account holder | $5,917 | $14,755-59.9% | $13,620-56.6% | $14,480-59.1% |