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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 | $79,324 | $155,555-49.0% | $146,866-46.0% | $155,188-48.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 132.71% | 115.41%+17.3pp | 102.85%+29.9pp | 148.84%-16.1pp |
| Employer contribution / active EE | $9,098 | $4,647+95.8% | $4,425+105.6% | $4,248+114.2% |
| Participant deferral / active EE | $8,766 | $8,044+9.0% | $7,759+13.0% | $6,531+34.2% |
| Admin fee / account holder | $10,949 | $14,755-25.8% | $13,620-19.6% | $14,480-24.4% |