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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 | $86,211 | $104,251-17.3% | $91,004-5.3% | $147,586-41.6% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.6%+20.2pp | 82.8%+13.0pp |
| Annual return | 22.67% | 27.06%-4.4pp | 4.60%+18.1pp | 578.59%-555.9pp |
| Employer contribution / active EE | $8,330 | $3,116+167.3% | $2,456+239.2% | $4,876+70.8% |
| Participant deferral / active EE | $6,568 | $4,195+56.6% | $3,548+85.1% | $5,439+20.8% |
| Admin fee / account holder | $1,379 | $8,948-84.6% | $5,417-74.5% | $10,886-87.3% |