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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 | $118,555 | $209,336-43.4% | $197,124-39.9% | $137,256-13.6% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 22.90% | 48.09%-25.2pp | 44.34%-21.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $7,262 | $6,591+10.2% | $6,227+16.6% | $4,156+74.7% |
| Participant deferral / active EE | $18,574 | $9,614+93.2% | $9,135+103.3% | $6,407+189.9% |
| Admin fee / account holder | $1,149 | $17,308-93.4% | $16,298-92.9% | $12,270-90.6% |