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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 | $109,719 | $155,555-29.5% | $146,866-25.3% | $155,188-29.3% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | 15.60% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,692 | $4,647-20.6% | $4,425-16.6% | $4,248-13.1% |
| Participant deferral / active EE | $8,023 | $8,044-0.3% | $7,759+3.4% | $6,531+22.8% |
| Admin fee / account holder | $22,371 | $14,755+51.6% | $13,620+64.2% | $14,480+54.5% |