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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 | $137,356 | $185,883-26.1% | $170,043-19.2% | $139,466-1.5% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 20.10% | 60.54%-40.4pp | 53.40%-33.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $8,872 | $7,596+16.8% | $6,790+30.7% | $4,754+86.6% |
| Participant deferral / active EE | $11,760 | $11,626+1.2% | $10,410+13.0% | $6,712+75.2% |
| Admin fee / account holder | $1,652 | $15,393-89.3% | $12,824-87.1% | $11,409-85.5% |