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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 | $82,304 | $162,136-49.2% | $152,301-46.0% | $154,746-46.8% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 13.09% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,640 | $4,890+15.3% | $4,624+22.0% | $4,379+28.8% |
| Participant deferral / active EE | $11,411 | $8,341+36.8% | $8,004+42.6% | $6,730+69.5% |
| Admin fee / account holder | $24,543 | $15,759+55.7% | $14,398+70.5% | $14,365+70.8% |