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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 | $86,035 | $123,155-30.1% | $108,753-20.9% | $155,188-44.6% |
| Participation rate | 93.3% | 75.6%+17.7pp | 71.1%+22.2pp | 80.8%+12.5pp |
| Annual return | 26.36% | 44.73%-18.4pp | 37.47%-11.1pp | 148.84%-122.5pp |
| Employer contribution / active EE | $3,925 | $2,811+39.6% | $2,427+61.7% | $4,248-7.6% |
| Participant deferral / active EE | $12,558 | $4,623+171.6% | $4,115+205.2% | $6,531+92.3% |
| Admin fee / account holder | $16,764 | $12,126+38.2% | $10,320+62.5% | $14,480+15.8% |