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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 | $118,236 | $185,312-36.2% | $161,489-26.8% | $154,746-23.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 17.50% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $7,691 | $4,769+61.3% | $4,268+80.2% | $4,379+75.6% |
| Participant deferral / active EE | $7,642 | $6,350+20.3% | $5,630+35.7% | $6,730+13.5% |
| Admin fee / account holder | $940 | $18,654-95.0% | $16,006-94.1% | $14,365-93.5% |