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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 | $99,588 | $117,829-15.5% | $102,423-2.8% | $145,877-31.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 23.24% | 31.83%-8.6pp | 29.42%-6.2pp | 551.28%-528.0pp |
| Employer contribution / active EE | $5,278 | $3,615+46.0% | $3,023+74.6% | $4,663+13.2% |
| Participant deferral / active EE | $11,844 | $5,732+106.6% | $5,054+134.3% | $6,691+77.0% |
| Admin fee / account holder | $953 | $13,335-92.9% | $9,455-89.9% | $13,402-92.9% |