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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 | $117,904-3.4% | $102,457+11.1% | $145,978-22.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 9.60% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $4,575 | $3,613+26.6% | $3,022+51.4% | $4,662-1.9% |
| Participant deferral / active EE | $11,342 | $5,733+97.8% | $5,054+124.4% | $6,690+69.5% |
| Admin fee / account holder | $17,047 | $13,329+27.9% | $9,451+80.4% | $13,400+27.2% |