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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 | $83,112 | $148,623-44.1% | $135,974-38.9% | $139,466-40.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.25% | 79.30%-60.0pp | 68.30%-49.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,646 | $5,246-11.4% | $4,859-4.4% | $4,754-2.3% |
| Participant deferral / active EE | $11,027 | $8,103+36.1% | $7,760+42.1% | $6,712+64.3% |
| Admin fee / account holder | $14,047 | $12,406+13.2% | $10,767+30.5% | $11,409+23.1% |