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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 | $126,485 | $185,312-31.7% | $161,489-21.7% | $154,746-18.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 32.42% | 103.84%-71.4pp | 89.72%-57.3pp | 172.34%-139.9pp |
| Employer contribution / active EE | $7,509 | $4,769+57.5% | $4,268+75.9% | $4,379+71.5% |
| Participant deferral / active EE | $4,501 | $6,350-29.1% | $5,630-20.1% | $6,730-33.1% |
| Admin fee / account holder | $356 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |