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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 | $155,555-44.0% | $146,866-40.7% | $155,188-43.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 21.43% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $4,500 | $4,647-3.2% | $4,425+1.7% | $4,248+5.9% |
| Participant deferral / active EE | $11,659 | $8,044+44.9% | $7,759+50.3% | $6,531+78.5% |
| Admin fee / account holder | $5,542 | $14,755-62.4% | $13,620-59.3% | $14,480-61.7% |