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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 | $94,155 | $183,539-48.7% | $155,556-39.5% | $145,897-35.5% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 11.99% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,818 | $5,315-47.0% | $4,675-39.7% | $4,663-39.6% |
| Participant deferral / active EE | $6,084 | $6,467-5.9% | $5,631+8.0% | $6,689-9.1% |
| Admin fee / account holder | $920 | $19,275-95.2% | $15,885-94.2% | $13,390-93.1% |