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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 | $94,309 | $181,062-47.9% | $158,223-40.4% | $155,188-39.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 22.13% | 57.39%-35.3pp | 52.09%-30.0pp | 148.84%-126.7pp |
| Employer contribution / active EE | $2,056 | $4,565-55.0% | $4,109-50.0% | $4,248-51.6% |
| Participant deferral / active EE | $9,987 | $6,134+62.8% | $5,467+82.7% | $6,531+52.9% |
| Admin fee / account holder | $27,184 | $18,825+44.4% | $16,047+69.4% | $14,480+87.7% |