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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 | $99,849 | $165,399-39.6% | $149,745-33.3% | $158,982-37.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 23.99% | 348.34%-324.3pp | 276.72%-252.7pp | 302.99%-279.0pp |
| Employer contribution / active EE | $2,630 | $5,105-48.5% | $4,646-43.4% | $4,763-44.8% |
| Participant deferral / active EE | $8,712 | $7,183+21.3% | $6,843+27.3% | $5,983+45.6% |
| Admin fee / account holder | $406 | $10,811-96.2% | $9,312-95.6% | $11,252-96.4% |