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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 | $87,234 | $183,539-52.5% | $155,556-43.9% | $145,897-40.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.66% | 61.31%-43.6pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $3,628 | $5,315-31.7% | $4,675-22.4% | $4,663-22.2% |
| Participant deferral / active EE | $9,698 | $6,467+50.0% | $5,631+72.2% | $6,689+45.0% |
| Admin fee / account holder | $941 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |