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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 | $63,287 | $183,592-65.5% | $155,574-59.3% | $145,877-56.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.30% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,314 | $5,317-56.5% | $4,676-50.5% | $4,663-50.4% |
| Participant deferral / active EE | $6,744 | $6,466+4.3% | $5,629+19.8% | $6,691+0.8% |
| Admin fee / account holder | $410 | $19,316-97.9% | $15,914-97.4% | $13,402-96.9% |