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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 | $102,308 | $185,312-44.8% | $161,489-36.6% | $154,746-33.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 18.38% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $14,903 | $4,769+212.5% | $4,268+249.2% | $4,379+240.3% |
| Participant deferral / active EE | $11,767 | $6,350+85.3% | $5,630+109.0% | $6,730+74.8% |
| Admin fee / account holder | $8,304 | $18,654-55.5% | $16,006-48.1% | $14,365-42.2% |