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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 | $84,921 | $162,821-47.8% | $133,978-36.6% | $158,982-46.6% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 17.24% | 41.95%-24.7pp | 45.10%-27.9pp | 302.99%-285.7pp |
| Employer contribution / active EE | $3,573 | $4,976-28.2% | $3,919-8.8% | $4,763-25.0% |
| Participant deferral / active EE | $3,348 | $5,910-43.4% | $5,047-33.7% | $5,983-44.0% |
| Admin fee / account holder | $1,223 | $11,742-89.6% | $8,930-86.3% | $11,252-89.1% |