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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 | $78,667 | $155,555-49.4% | $146,866-46.4% | $155,188-49.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 17.81% | 115.41%-97.6pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,005 | $4,647-35.3% | $4,425-32.1% | $4,248-29.3% |
| Participant deferral / active EE | $10,083 | $8,044+25.3% | $7,759+29.9% | $6,531+54.4% |
| Admin fee / account holder | $46,689 | $14,755+216.4% | $13,620+242.8% | $14,480+222.4% |