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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 | $87,163 | $165,399-47.3% | $149,745-41.8% | $158,982-45.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 16.62% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $7,392 | $5,105+44.8% | $4,646+59.1% | $4,763+55.2% |
| Participant deferral / active EE | $10,225 | $7,183+42.4% | $6,843+49.4% | $5,983+70.9% |
| Admin fee / account holder | $1,462 | $10,811-86.5% | $9,312-84.3% | $11,252-87.0% |