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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 | $105,873 | $185,312-42.9% | $161,489-34.4% | $154,746-31.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 18.19% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,887 | $4,769-60.4% | $4,268-55.8% | $4,379-56.9% |
| Participant deferral / active EE | $9,814 | $6,350+54.6% | $5,630+74.3% | $6,730+45.8% |
| Admin fee / account holder | $2,365 | $18,654-87.3% | $16,006-85.2% | $14,365-83.5% |