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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 | $96,910 | $185,312-47.7% | $161,489-40.0% | $154,746-37.4% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 14.11% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $6,328 | $4,769+32.7% | $4,268+48.3% | $4,379+44.5% |
| Participant deferral / active EE | $7,835 | $6,350+23.4% | $5,630+39.2% | $6,730+16.4% |
| Admin fee / account holder | $25,690 | $18,654+37.7% | $16,006+60.5% | $14,365+78.8% |