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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 | $94,438 | $117,895-19.9% | $102,460-7.8% | $145,897-35.3% |
| Participation rate | 89.5% | 78.6%+10.8pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 12.94% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $6,118 | $3,619+69.0% | $3,025+102.2% | $4,663+31.2% |
| Participant deferral / active EE | $15,144 | $5,736+164.0% | $5,056+199.5% | $6,689+126.4% |
| Admin fee / account holder | $14,699 | $13,353+10.1% | $9,460+55.4% | $13,390+9.8% |