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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 | $95,545 | $183,516-47.9% | $155,534-38.6% | $145,884-34.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.05% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,933 | $5,315-63.6% | $4,675-58.7% | $4,662-58.5% |
| Participant deferral / active EE | $5,278 | $6,467-18.4% | $5,630-6.2% | $6,690-21.1% |
| Admin fee / account holder | $1,086 | $19,293-94.4% | $15,900-93.2% | $13,392-91.9% |