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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 | $91,662 | $154,228-40.6% | $145,433-37.0% | $137,256-33.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 18.25% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,348 | $4,804-9.5% | $4,554-4.5% | $4,156+4.6% |
| Participant deferral / active EE | $12,620 | $8,216+53.6% | $7,897+59.8% | $6,407+97.0% |
| Admin fee / account holder | $3,969 | $14,344-72.3% | $13,129-69.8% | $12,270-67.7% |