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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 | $98,569 | $185,312-46.8% | $161,489-39.0% | $154,746-36.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 12.78% | 103.84%-91.1pp | 89.72%-76.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $10,357 | $4,769+117.2% | $4,268+142.6% | $4,379+136.5% |
| Participant deferral / active EE | $9,974 | $6,350+57.1% | $5,630+77.2% | $6,730+48.2% |
| Admin fee / account holder | $5,464 | $18,654-70.7% | $16,006-65.9% | $14,365-62.0% |