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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 | $62,880 | $183,539-65.7% | $155,556-59.6% | $145,897-56.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.95% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $3,440 | $5,315-35.3% | $4,675-26.4% | $4,663-26.2% |
| Participant deferral / active EE | $8,970 | $6,467+38.7% | $5,631+59.3% | $6,689+34.1% |
| Admin fee / account holder | $1,695 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |