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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 | $105,581 | $185,312-43.0% | $161,489-34.6% | $154,746-31.8% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 10.23% | 103.84%-93.6pp | 89.72%-79.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $3,908 | $4,769-18.1% | $4,268-8.4% | $4,379-10.8% |
| Participant deferral / active EE | $9,806 | $6,350+54.4% | $5,630+74.2% | $6,730+45.7% |
| Admin fee / account holder | $38,664 | $18,654+107.3% | $16,006+141.6% | $14,365+169.2% |