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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 | $74,397 | $148,623-49.9% | $135,974-45.3% | $139,466-46.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.01% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,484 | $5,246-52.7% | $4,859-48.9% | $4,754-47.8% |
| Participant deferral / active EE | $11,850 | $8,103+46.2% | $7,760+52.7% | $6,712+76.5% |
| Admin fee / account holder | $362 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |