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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 | $105,625 | $183,516-42.4% | $155,534-32.1% | $145,884-27.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.42% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,663 | $5,315-68.7% | $4,675-64.4% | $4,662-64.3% |
| Participant deferral / active EE | $8,185 | $6,467+26.6% | $5,630+45.4% | $6,690+22.4% |
| Admin fee / account holder | $837 | $19,293-95.7% | $15,900-94.7% | $13,392-93.7% |