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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 | $183,592-48.7% | $155,574-39.5% | $145,877-35.5% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 11.99% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,818 | $5,317-47.0% | $4,676-39.7% | $4,663-39.6% |
| Participant deferral / active EE | $6,084 | $6,466-5.9% | $5,629+8.1% | $6,691-9.1% |
| Admin fee / account holder | $920 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |