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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 | $87,520 | $178,174-50.9% | $156,181-44.0% | $137,256-36.2% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 16.91% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $9,261 | $4,972+86.3% | $4,294+115.7% | $4,156+122.8% |
| Participant deferral / active EE | $6,192 | $6,888-10.1% | $6,132+1.0% | $6,407-3.4% |
| Admin fee / account holder | $911 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |