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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 | $90,834 | $165,399-45.1% | $149,745-39.3% | $158,982-42.9% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 18.87% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,381 | $5,105-53.4% | $4,646-48.8% | $4,763-50.0% |
| Participant deferral / active EE | $6,616 | $7,183-7.9% | $6,843-3.3% | $5,983+10.6% |
| Admin fee / account holder | $316 | $10,811-97.1% | $9,312-96.6% | $11,252-97.2% |