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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 | $126,574 | $183,516-31.0% | $155,534-18.6% | $145,884-13.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.38% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,393 | $5,315-73.8% | $4,675-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $5,777 | $6,467-10.7% | $5,630+2.6% | $6,690-13.6% |
| Admin fee / account holder | $679 | $19,293-96.5% | $15,900-95.7% | $13,392-94.9% |