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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 | $81,584 | $129,737-37.1% | $119,126-31.5% | $154,746-47.3% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 18.78% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,919 | $4,375-56.1% | $4,034-52.4% | $4,379-56.2% |
| Participant deferral / active EE | $5,379 | $5,842-7.9% | $5,318+1.1% | $6,730-20.1% |
| Admin fee / account holder | $593 | $11,961-95.0% | $10,693-94.5% | $14,365-95.9% |