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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 | $84,434 | $155,555-45.7% | $146,866-42.5% | $155,188-45.6% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.5%+11.9pp | 80.8%+13.6pp |
| Annual return | 15.51% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $10,438 | $4,647+124.6% | $4,425+135.9% | $4,248+145.7% |
| Participant deferral / active EE | $13,866 | $8,044+72.4% | $7,759+78.7% | $6,531+112.3% |
| Admin fee / account holder | $13,112 | $14,755-11.1% | $13,620-3.7% | $14,480-9.4% |