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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 | $93,137 | $178,174-47.7% | $156,181-40.4% | $137,256-32.1% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 17.21% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,063 | $4,972-18.3% | $4,294-5.4% | $4,156-2.2% |
| Participant deferral / active EE | $10,299 | $6,888+49.5% | $6,132+67.9% | $6,407+60.7% |
| Admin fee / account holder | $4,464 | $17,404-74.4% | $14,586-69.4% | $12,270-63.6% |