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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 | $81,930 | $183,627-55.4% | $155,602-47.3% | $145,978-43.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 12.33% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,837 | $5,316-65.4% | $4,675-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $7,231 | $6,466+11.8% | $5,629+28.5% | $6,690+8.1% |
| Admin fee / account holder | $7,887 | $19,327-59.2% | $15,923-50.5% | $13,400-41.1% |