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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 | $125,169 | $162,136-22.8% | $152,301-17.8% | $154,746-19.1% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 18.48% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $8,737 | $4,890+78.7% | $4,624+88.9% | $4,379+99.5% |
| Participant deferral / active EE | $9,862 | $8,341+18.2% | $8,004+23.2% | $6,730+46.5% |
| Admin fee / account holder | $10,736 | $15,759-31.9% | $14,398-25.4% | $14,365-25.3% |