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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 | $86,554 | $134,817-35.8% | $123,973-30.2% | $155,188-44.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 19.30% | 515.49%-496.2pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,176 | $4,425-28.2% | $4,126-23.0% | $4,248-25.2% |
| Participant deferral / active EE | $6,779 | $5,706+18.8% | $5,247+29.2% | $6,531+3.8% |
| Admin fee / account holder | $1,595 | $13,245-88.0% | $11,799-86.5% | $14,480-89.0% |