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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 | $88,986 | $165,381-46.2% | $149,730-40.6% | $158,966-44.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 12.31% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $7,162 | $5,104+40.3% | $4,645+54.2% | $4,762+50.4% |
| Participant deferral / active EE | $3,644 | $7,182-49.3% | $6,843-46.8% | $5,983-39.1% |
| Admin fee / account holder | $525 | $10,809-95.1% | $9,310-94.4% | $11,250-95.3% |