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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 | $95,854 | $165,381-42.0% | $149,730-36.0% | $158,966-39.7% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 25.09% | 348.29%-323.2pp | 276.70%-251.6pp | 302.95%-277.9pp |
| Employer contribution / active EE | $3,464 | $5,104-32.1% | $4,645-25.4% | $4,762-27.3% |
| Participant deferral / active EE | $6,643 | $7,182-7.5% | $6,843-2.9% | $5,983+11.0% |
| Admin fee / account holder | $8,442 | $10,809-21.9% | $9,310-9.3% | $11,250-25.0% |