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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 | $162,136-39.9% | $152,301-36.0% | $154,746-37.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $9,119 | $4,890+86.5% | $4,624+97.2% | $4,379+108.3% |
| Participant deferral / active EE | $23,164 | $8,341+177.7% | $8,004+189.4% | $6,730+244.2% |
| Admin fee / account holder | $3,944 | $15,759-75.0% | $14,398-72.6% | $14,365-72.5% |