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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 | $100,081 | $155,555-35.7% | $146,866-31.9% | $155,188-35.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 21.67% | 115.41%-93.7pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $10,254 | $4,647+120.7% | $4,425+131.7% | $4,248+141.4% |
| Participant deferral / active EE | $9,055 | $8,044+12.6% | $7,759+16.7% | $6,531+38.6% |
| Admin fee / account holder | $996 | $14,755-93.3% | $13,620-92.7% | $14,480-93.1% |