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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 | $107,809-7.5% | $97,032+2.8% | $155,188-35.7% |
| Participation rate | 92.9% | 75.5%+17.4pp | 71.6%+21.3pp | 80.8%+12.1pp |
| Annual return | 41.18% | 38.06%+3.1pp | 35.38%+5.8pp | 148.84%-107.7pp |
| Employer contribution / active EE | $3,278 | $2,911+12.6% | $2,629+24.7% | $4,248-22.8% |
| Participant deferral / active EE | $11,861 | $5,129+131.2% | $4,672+153.9% | $6,531+81.6% |
| Admin fee / account holder | $921 | $10,717-91.4% | $9,418-90.2% | $14,480-93.6% |