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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 | $60,549 | $154,228-60.7% | $145,433-58.4% | $137,256-55.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 24.85% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $9,999 | $4,804+108.1% | $4,554+119.5% | $4,156+140.6% |
| Participant deferral / active EE | $15,791 | $8,216+92.2% | $7,897+99.9% | $6,407+146.5% |
| Admin fee / account holder | $1,073 | $14,344-92.5% | $13,129-91.8% | $12,270-91.3% |