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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 | $80,224 | $156,398-48.7% | $147,318-45.5% | $138,895-42.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 27.38% | 78.75%-51.4pp | 70.43%-43.1pp | 145.39%-118.0pp |
| Employer contribution / active EE | $2,800 | $4,853-42.3% | $4,593-39.0% | $4,194-33.2% |
| Participant deferral / active EE | $17,536 | $8,237+112.9% | $7,906+121.8% | $6,396+174.2% |
| Admin fee / account holder | $50,007 | $14,976+233.9% | $13,708+264.8% | $12,562+298.1% |