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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 | $85,612 | $183,627-53.4% | $155,602-45.0% | $145,978-41.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 12.45% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $6,496 | $5,316+22.2% | $4,675+39.0% | $4,662+39.4% |
| Participant deferral / active EE | $7,437 | $6,466+15.0% | $5,629+32.1% | $6,690+11.2% |
| Admin fee / account holder | $626 | $19,327-96.8% | $15,923-96.1% | $13,400-95.3% |