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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 | $98,083 | $156,398-37.3% | $147,318-33.4% | $138,895-29.4% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,674 | $4,853-24.3% | $4,593-20.0% | $4,194-12.4% |
| Participant deferral / active EE | $10,647 | $8,237+29.3% | $7,906+34.7% | $6,396+66.5% |
| Admin fee / account holder | $14,705 | $14,976-1.8% | $13,708+7.3% | $12,562+17.1% |