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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 | $133,544 | $197,637-32.4% | $177,848-24.9% | $158,982-16.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 19.70% | 58.77%-39.1pp | 48.33%-28.6pp | 302.99%-283.3pp |
| Employer contribution / active EE | $9,356 | $6,698+39.7% | $5,919+58.1% | $4,763+96.4% |
| Participant deferral / active EE | $14,037 | $8,405+67.0% | $7,714+82.0% | $5,983+134.6% |
| Admin fee / account holder | $8,761 | $15,406-43.1% | $12,431-29.5% | $11,252-22.1% |