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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 | $97,738 | $148,582-34.2% | $135,942-28.1% | $139,456-29.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.20% | 79.26%-63.1pp | 68.28%-52.1pp | 373.45%-357.3pp |
| Employer contribution / active EE | $8,364 | $5,245+59.5% | $4,858+72.2% | $4,753+76.0% |
| Participant deferral / active EE | $7,556 | $8,101-6.7% | $7,759-2.6% | $6,711+12.6% |
| Admin fee / account holder | $11,631 | $12,402-6.2% | $10,764+8.0% | $11,407+2.0% |