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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 | $100,350 | $228,352-56.1% | $185,835-46.0% | $158,966-36.9% |
| Participation rate | 93.8% | 82.3%+11.4pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 26.86% | 40.81%-14.0pp | 35.96%-9.1pp | 302.95%-276.1pp |
| Employer contribution / active EE | $10,180 | $4,967+105.0% | $4,087+149.1% | $4,762+113.8% |
| Participant deferral / active EE | $8,300 | $6,416+29.4% | $5,633+47.3% | $5,983+38.7% |
| Admin fee / account holder | $411 | $11,867-96.5% | $9,502-95.7% | $11,250-96.3% |