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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 | $82,374 | $166,268-50.5% | $165,100-50.1% | $145,897-43.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 15.22% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,598 | $5,284-50.8% | $4,348-40.2% | $4,663-44.3% |
| Participant deferral / active EE | $8,466 | $6,964+21.6% | $6,035+40.3% | $6,689+26.6% |
| Admin fee / account holder | $1,965 | $16,659-88.2% | $12,696-84.5% | $13,390-85.3% |