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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 | $80,673 | $183,627-56.1% | $155,602-48.2% | $145,978-44.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.59% | 61.32%-42.7pp | 64.81%-46.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,264 | $5,316-76.2% | $4,675-73.0% | $4,662-72.9% |
| Participant deferral / active EE | $6,605 | $6,466+2.2% | $5,629+17.4% | $6,690-1.3% |
| Admin fee / account holder | $822 | $19,327-95.7% | $15,923-94.8% | $13,400-93.9% |