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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 | $93,943 | $183,592-48.8% | $155,574-39.6% | $145,877-35.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.31% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,752 | $5,317-67.0% | $4,676-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $5,422 | $6,466-16.1% | $5,629-3.7% | $6,691-19.0% |
| Admin fee / account holder | $806 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |