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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 | $79,119 | $176,786-55.2% | $146,643-46.0% | $167,536-52.8% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 9.62% | 24.04%-14.4pp | 22.75%-13.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $6,337 | $5,161+22.8% | $4,137+53.2% | $4,839+30.9% |
| Participant deferral / active EE | $3,882 | $6,440-39.7% | $5,506-29.5% | $6,342-38.8% |
| Admin fee / account holder | $806 | $13,262-93.9% | $10,280-92.2% | $12,315-93.5% |