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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 | $91,693 | $172,111-46.7% | $150,298-39.0% | $137,256-33.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.12% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,174 | $4,636+54.7% | $4,154+72.7% | $4,156+72.6% |
| Participant deferral / active EE | $7,685 | $6,166+24.6% | $5,453+40.9% | $6,407+20.0% |
| Admin fee / account holder | $20,756 | $16,471+26.0% | $14,116+47.0% | $12,270+69.2% |