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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 | $113,850 | $117,829-3.4% | $102,423+11.2% | $145,877-22.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 9.60% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $4,575 | $3,615+26.6% | $3,023+51.4% | $4,663-1.9% |
| Participant deferral / active EE | $11,342 | $5,732+97.9% | $5,054+124.4% | $6,691+69.5% |
| Admin fee / account holder | $17,047 | $13,335+27.8% | $9,455+80.3% | $13,402+27.2% |