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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 | $69,696 | $196,972-64.6% | $182,262-61.8% | $198,609-64.9% |
| Participation rate | 91.3% | 85.7%+5.6pp | 84.2%+7.1pp | 82.4%+8.9pp |
| Annual return | 19.78% | 158.27%-138.5pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $9,262 | $5,364+72.7% | $5,046+83.6% | $5,055+83.2% |
| Participant deferral / active EE | $7,529 | $8,643-12.9% | $8,276-9.0% | $6,977+7.9% |
| Admin fee / account holder | $2,102 | $18,429-88.6% | $16,712-87.4% | $19,030-89.0% |