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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 | $109,984 | $165,361-33.5% | $149,715-26.5% | $158,950-30.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 25.20% | 348.24%-323.0pp | 276.66%-251.5pp | 302.91%-277.7pp |
| Employer contribution / active EE | $4,977 | $5,103-2.5% | $4,645+7.1% | $4,762+4.5% |
| Participant deferral / active EE | $4,717 | $7,182-34.3% | $6,842-31.1% | $5,983-21.2% |
| Admin fee / account holder | $8,742 | $10,808-19.1% | $9,310-6.1% | $11,248-22.3% |