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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 | $162,136-47.9% | $152,301-44.6% | $154,746-45.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $10,438 | $4,890+113.4% | $4,624+125.7% | $4,379+138.4% |
| Participant deferral / active EE | $13,866 | $8,341+66.2% | $8,004+73.2% | $6,730+106.0% |
| Admin fee / account holder | $13,112 | $15,759-16.8% | $14,398-8.9% | $14,365-8.7% |