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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 | $124,306 | $183,592-32.3% | $155,574-20.1% | $145,877-14.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.89% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,255 | $5,317-57.6% | $4,676-51.8% | $4,663-51.7% |
| Participant deferral / active EE | $9,245 | $6,466+43.0% | $5,629+64.2% | $6,691+38.2% |
| Admin fee / account holder | $936 | $19,316-95.2% | $15,914-94.1% | $13,402-93.0% |