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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 | $136,053 | $162,136-16.1% | $152,301-10.7% | $154,746-12.1% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 15.44% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,185 | $4,890+87.8% | $4,624+98.6% | $4,379+109.7% |
| Participant deferral / active EE | $6,390 | $8,341-23.4% | $8,004-20.2% | $6,730-5.1% |
| Admin fee / account holder | $2,246 | $15,759-85.7% | $14,398-84.4% | $14,365-84.4% |