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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 | $56,723 | $108,922-47.9% | $100,398-43.5% | $145,978-61.1% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 14.36% | 58.04%-43.7pp | 49.32%-35.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,575 | $4,426-41.8% | $3,946-34.7% | $4,662-44.8% |
| Participant deferral / active EE | $8,899 | $8,450+5.3% | $8,084+10.1% | $6,690+33.0% |
| Admin fee / account holder | $1,159 | $9,680-88.0% | $7,893-85.3% | $13,400-91.4% |