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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 | $93,777 | $114,119-17.8% | $107,187-12.5% | $138,895-32.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 20.38% | 273.21%-252.8pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,452 | $4,059-15.0% | $3,782-8.7% | $4,194-17.7% |
| Participant deferral / active EE | $11,201 | $5,538+102.3% | $5,096+119.8% | $6,396+75.1% |
| Admin fee / account holder | $1,709 | $10,024-82.9% | $9,162-81.3% | $12,562-86.4% |