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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 | $92,473 | $183,592-49.6% | $155,574-40.6% | $145,877-36.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.87% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $7,239 | $5,317+36.1% | $4,676+54.8% | $4,663+55.2% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,691+59.9% |
| Admin fee / account holder | $1,947 | $19,316-89.9% | $15,914-87.8% | $13,402-85.5% |