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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 | $86,470 | $212,386-59.3% | $199,883-56.7% | $138,895-37.7% |
| Participation rate | 95.5% | 87.4%+8.1pp | 86.8%+8.7pp | 79.9%+15.5pp |
| Annual return | 15.53% | 47.75%-32.2pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,947 | $6,625-25.3% | $6,261-21.0% | $4,194+18.0% |
| Participant deferral / active EE | $13,191 | $9,617+37.2% | $9,138+44.4% | $6,396+106.2% |
| Admin fee / account holder | $4,425 | $18,233-75.7% | $17,268-74.4% | $12,562-64.8% |