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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 | $104,305 | $148,623-29.8% | $135,974-23.3% | $139,466-25.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.21% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $4,059 | $5,246-22.6% | $4,859-16.5% | $4,754-14.6% |
| Participant deferral / active EE | $12,821 | $8,103+58.2% | $7,760+65.2% | $6,712+91.0% |
| Admin fee / account holder | $909 | $12,406-92.7% | $10,767-91.6% | $11,409-92.0% |