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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 | $116,610 | $162,136-28.1% | $152,301-23.4% | $154,746-24.6% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 19.96% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $5,379 | $4,890+10.0% | $4,624+16.3% | $4,379+22.8% |
| Participant deferral / active EE | $15,136 | $8,341+81.5% | $8,004+89.1% | $6,730+124.9% |
| Admin fee / account holder | $4,709 | $15,759-70.1% | $14,398-67.3% | $14,365-67.2% |