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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 | $87,038 | $156,398-44.3% | $147,318-40.9% | $138,895-37.3% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 21.43% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $4,500 | $4,853-7.3% | $4,593-2.0% | $4,194+7.3% |
| Participant deferral / active EE | $11,659 | $8,237+41.5% | $7,906+47.5% | $6,396+82.3% |
| Admin fee / account holder | $5,542 | $14,976-63.0% | $13,708-59.6% | $12,562-55.9% |