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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 | $98,705 | $183,592-46.2% | $155,567-36.6% | $145,959-32.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.95% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,548 | $5,315-33.2% | $4,674-24.1% | $4,661-23.9% |
| Participant deferral / active EE | $3,978 | $6,464-38.5% | $5,628-29.3% | $6,689-40.5% |
| Admin fee / account holder | $363 | $19,318-98.1% | $15,916-97.7% | $13,398-97.3% |