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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 | $227,291-62.0% | $214,702-59.7% | $155,188-44.3% |
| Participation rate | 95.5% | 88.0%+7.5pp | 87.5%+8.0pp | 80.8%+14.7pp |
| Annual return | 15.53% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $4,947 | $6,772-26.9% | $6,461-23.4% | $4,248+16.5% |
| Participant deferral / active EE | $13,191 | $9,582+37.7% | $9,147+44.2% | $6,531+102.0% |
| Admin fee / account holder | $4,425 | $20,413-78.3% | $19,830-77.7% | $14,480-69.4% |