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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 | $122,549 | $201,370-39.1% | $184,256-33.5% | $145,897-16.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 19.05% | 29.05%-10.0pp | 28.85%-9.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,090 | $7,024-70.2% | $6,427-67.5% | $4,663-55.2% |
| Participant deferral / active EE | $4,639 | $9,808-52.7% | $9,133-49.2% | $6,689-30.6% |
| Admin fee / account holder | $531 | $16,364-96.8% | $13,899-96.2% | $13,390-96.0% |