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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 | $83,547 | $183,627-54.5% | $155,602-46.3% | $145,978-42.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 10.09% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,943 | $5,316-63.5% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $3,214 | $6,466-50.3% | $5,629-42.9% | $6,690-52.0% |
| Admin fee / account holder | $1,342 | $19,327-93.1% | $15,923-91.6% | $13,400-90.0% |