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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 | $99,204 | $183,516-45.9% | $155,534-36.2% | $145,884-32.0% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 11.31% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,558 | $5,315-51.9% | $4,675-45.3% | $4,662-45.1% |
| Participant deferral / active EE | $7,635 | $6,467+18.1% | $5,630+35.6% | $6,690+14.1% |
| Admin fee / account holder | $591 | $19,293-96.9% | $15,900-96.3% | $13,392-95.6% |