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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 | $87,841 | $211,224-58.4% | $178,505-50.8% | $145,897-39.8% |
| Participation rate | 95.5% | 80.8%+14.6pp | 77.1%+18.3pp | 80.3%+15.1pp |
| Annual return | 13.92% | 30.28%-16.4pp | 27.16%-13.2pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,356 | $4,577-4.8% | $3,955+10.1% | $4,663-6.6% |
| Participant deferral / active EE | $9,096 | $6,966+30.6% | $6,280+44.8% | $6,689+36.0% |
| Admin fee / account holder | $3,848 | $12,109-68.2% | $10,428-63.1% | $13,390-71.3% |