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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 | $124,017 | $201,344-38.4% | $184,243-32.7% | $145,877-15.0% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.45% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,675 | $7,022-19.2% | $6,427-11.7% | $4,663+21.7% |
| Participant deferral / active EE | $10,468 | $9,807+6.7% | $9,132+14.6% | $6,691+56.5% |
| Admin fee / account holder | $2,762 | $16,382-83.1% | $13,914-80.2% | $13,402-79.4% |