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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 | $65,216 | $185,312-64.8% | $161,489-59.6% | $154,746-57.9% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 14.36% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $10,845 | $4,769+127.4% | $4,268+154.1% | $4,379+147.6% |
| Participant deferral / active EE | $5,970 | $6,350-6.0% | $5,630+6.0% | $6,730-11.3% |
| Admin fee / account holder | $4,172 | $18,654-77.6% | $16,006-73.9% | $14,365-71.0% |