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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 | $105,858 | $148,629-28.8% | $135,982-22.2% | $139,487-24.1% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.78% | 79.33%-52.6pp | 68.32%-41.5pp | 373.84%-347.1pp |
| Employer contribution / active EE | $24,217 | $5,247+361.6% | $4,859+398.4% | $4,755+409.3% |
| Participant deferral / active EE | $16,853 | $8,102+108.0% | $7,760+117.2% | $6,713+151.1% |
| Admin fee / account holder | $303 | $12,406-97.6% | $10,767-97.2% | $11,407-97.3% |