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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 | $107,995 | $209,336-48.4% | $197,124-45.2% | $137,256-21.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 21.22% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $9,968 | $6,591+51.2% | $6,227+60.1% | $4,156+139.8% |
| Participant deferral / active EE | $9,759 | $9,614+1.5% | $9,135+6.8% | $6,407+52.3% |
| Admin fee / account holder | $2,160 | $17,308-87.5% | $16,298-86.7% | $12,270-82.4% |