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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 | $82,761 | $183,592-54.9% | $155,574-46.8% | $145,877-43.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.44% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,816 | $5,317-47.0% | $4,676-39.8% | $4,663-39.6% |
| Participant deferral / active EE | $8,053 | $6,466+24.5% | $5,629+43.1% | $6,691+20.4% |
| Admin fee / account holder | $952 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |