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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 | $70,487 | $172,111-59.0% | $150,298-53.1% | $137,256-48.6% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.99% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $7,687 | $4,636+65.8% | $4,154+85.1% | $4,156+85.0% |
| Participant deferral / active EE | $7,022 | $6,166+13.9% | $5,453+28.8% | $6,407+9.6% |
| Admin fee / account holder | $1,990 | $16,471-87.9% | $14,116-85.9% | $12,270-83.8% |