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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 | $69,737 | $166,131-58.0% | $164,975-57.7% | $145,877-52.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 11.03% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,481 | $5,276-15.1% | $4,343+3.2% | $4,663-3.9% |
| Participant deferral / active EE | $9,586 | $6,962+37.7% | $6,033+58.9% | $6,691+43.3% |
| Admin fee / account holder | $446 | $16,648-97.3% | $12,688-96.5% | $13,402-96.7% |