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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 | $113,817 | $165,361-31.2% | $149,715-24.0% | $158,950-28.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 9.97% | 348.24%-338.3pp | 276.66%-266.7pp | 302.91%-292.9pp |
| Employer contribution / active EE | $4,377 | $5,103-14.2% | $4,645-5.8% | $4,762-8.1% |
| Participant deferral / active EE | $9,693 | $7,182+35.0% | $6,842+41.7% | $5,983+62.0% |
| Admin fee / account holder | $26,120 | $10,808+141.7% | $9,310+180.6% | $11,248+132.2% |