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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 | $95,474 | $162,136-41.1% | $152,301-37.3% | $154,746-38.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.47% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $6,773 | $4,890+38.5% | $4,624+46.5% | $4,379+54.7% |
| Participant deferral / active EE | $10,540 | $8,341+26.4% | $8,004+31.7% | $6,730+56.6% |
| Admin fee / account holder | $41,582 | $15,759+163.9% | $14,398+188.8% | $14,365+189.5% |