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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 | $107,862 | $115,225-6.4% | $100,712+7.1% | $138,895-22.3% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 19.87% | 40.35%-20.5pp | 33.27%-13.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,765 | $2,771+71.9% | $2,313+106.0% | $4,194+13.6% |
| Participant deferral / active EE | $8,901 | $4,699+89.4% | $4,085+117.9% | $6,396+39.2% |
| Admin fee / account holder | $708 | $10,844-93.5% | $9,256-92.3% | $12,562-94.4% |