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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 | $73,801 | $183,516-59.8% | $155,534-52.6% | $145,884-49.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.91% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,470 | $5,315-34.7% | $4,675-25.8% | $4,662-25.6% |
| Participant deferral / active EE | $11,313 | $6,467+74.9% | $5,630+100.9% | $6,690+69.1% |
| Admin fee / account holder | $833 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |