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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 | $183,627-49.6% | $155,602-40.6% | $145,978-36.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.87% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $7,239 | $5,316+36.2% | $4,675+54.8% | $4,662+55.3% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,690+60.0% |
| Admin fee / account holder | $1,947 | $19,327-89.9% | $15,923-87.8% | $13,400-85.5% |