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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 | $122,901 | $162,136-24.2% | $152,301-19.3% | $154,746-20.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 18.79% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,774 | $4,890+18.1% | $4,624+24.9% | $4,379+31.9% |
| Participant deferral / active EE | $20,764 | $8,341+148.9% | $8,004+159.4% | $6,730+208.5% |
| Admin fee / account holder | $7,405 | $15,759-53.0% | $14,398-48.6% | $14,365-48.5% |