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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 | $102,358 | $183,627-44.3% | $155,602-34.2% | $145,978-29.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.40% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,612 | $5,316-50.9% | $4,675-44.1% | $4,662-44.0% |
| Participant deferral / active EE | $7,077 | $6,466+9.5% | $5,629+25.7% | $6,690+5.8% |
| Admin fee / account holder | $956 | $19,327-95.1% | $15,923-94.0% | $13,400-92.9% |