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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 | $129,959 | $209,336-37.9% | $197,124-34.1% | $137,256-5.3% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 19.62% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,263 | $6,591+40.5% | $6,227+48.7% | $4,156+122.9% |
| Participant deferral / active EE | $13,184 | $9,614+37.1% | $9,135+44.3% | $6,407+105.8% |
| Admin fee / account holder | $1,766 | $17,308-89.8% | $16,298-89.2% | $12,270-85.6% |