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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 | $83,269 | $201,370-58.6% | $184,256-54.8% | $145,897-42.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 15.65% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,669 | $7,024-19.3% | $6,427-11.8% | $4,663+21.6% |
| Participant deferral / active EE | $5,173 | $9,808-47.3% | $9,133-43.4% | $6,689-22.7% |
| Admin fee / account holder | $561 | $16,364-96.6% | $13,899-96.0% | $13,390-95.8% |