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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 | $156,398-49.3% | $147,318-46.2% | $138,895-42.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 132.71% | 78.75%+54.0pp | 70.43%+62.3pp | 145.39%-12.7pp |
| Employer contribution / active EE | $9,098 | $4,853+87.5% | $4,593+98.1% | $4,194+116.9% |
| Participant deferral / active EE | $8,766 | $8,237+6.4% | $7,906+10.9% | $6,396+37.0% |
| Admin fee / account holder | $10,949 | $14,976-26.9% | $13,708-20.1% | $12,562-12.8% |