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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 | $99,756 | $147,556-32.4% | $129,031-22.7% | $198,609-49.8% |
| Participation rate | 92.9% | 77.2%+15.6pp | 73.4%+19.5pp | 82.4%+10.5pp |
| Annual return | 41.18% | 37.41%+3.8pp | 34.67%+6.5pp | 202.70%-161.5pp |
| Employer contribution / active EE | $3,278 | $3,645-10.1% | $3,226+1.6% | $5,055-35.2% |
| Participant deferral / active EE | $11,861 | $5,760+105.9% | $5,217+127.3% | $6,977+70.0% |
| Admin fee / account holder | $921 | $15,467-94.0% | $13,208-93.0% | $19,030-95.2% |