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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 | $101,551 | $117,904-13.9% | $102,457-0.9% | $145,978-30.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 16.68% | 31.80%-15.1pp | 29.41%-12.7pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,820 | $3,613-22.0% | $3,022-6.7% | $4,662-39.5% |
| Participant deferral / active EE | $11,197 | $5,733+95.3% | $5,054+121.5% | $6,690+67.4% |
| Admin fee / account holder | $19,825 | $13,329+48.7% | $9,451+109.8% | $13,400+47.9% |