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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 | $99,739 | $162,136-38.5% | $152,301-34.5% | $154,746-35.5% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 16.81% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,093 | $4,890-16.3% | $4,624-11.5% | $4,379-6.5% |
| Participant deferral / active EE | $11,157 | $8,341+33.8% | $8,004+39.4% | $6,730+65.8% |
| Admin fee / account holder | $30,033 | $15,759+90.6% | $14,398+108.6% | $14,365+109.1% |