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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 | $117,846-3.4% | $102,434+11.1% | $145,884-22.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 9.60% | 31.90%-22.3pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $4,575 | $3,615+26.6% | $3,023+51.3% | $4,662-1.9% |
| Participant deferral / active EE | $11,342 | $5,733+97.8% | $5,055+124.4% | $6,690+69.5% |
| Admin fee / account holder | $17,047 | $13,356+27.6% | $9,462+80.2% | $13,392+27.3% |