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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 | $104,327 | $162,136-35.7% | $152,301-31.5% | $154,746-32.6% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 13.08% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $15,038 | $4,890+207.5% | $4,624+225.2% | $4,379+243.4% |
| Participant deferral / active EE | $18,013 | $8,341+116.0% | $8,004+125.1% | $6,730+167.6% |
| Admin fee / account holder | $57,429 | $15,759+264.4% | $14,398+298.9% | $14,365+299.8% |