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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 | $97,401 | $154,228-36.8% | $145,433-33.0% | $137,256-29.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,119 | $4,804+89.8% | $4,554+100.2% | $4,156+119.4% |
| Participant deferral / active EE | $23,164 | $8,216+181.9% | $7,897+193.3% | $6,407+261.6% |
| Admin fee / account holder | $3,944 | $14,344-72.5% | $13,129-70.0% | $12,270-67.9% |