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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 | $113,336 | $185,312-38.8% | $161,489-29.8% | $154,746-26.8% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 10.69% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,048 | $4,769-15.1% | $4,268-5.2% | $4,379-7.6% |
| Participant deferral / active EE | $6,721 | $6,350+5.9% | $5,630+19.4% | $6,730-0.1% |
| Admin fee / account holder | $10,540 | $18,654-43.5% | $16,006-34.1% | $14,365-26.6% |