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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 | $85,021 | $109,904-22.6% | $97,167-12.5% | $145,959-41.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.34% | 243.43%-232.1pp | 75.27%-63.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,702 | $3,084-12.4% | $2,729-1.0% | $4,661-42.0% |
| Participant deferral / active EE | $7,736 | $4,676+65.4% | $4,264+81.4% | $6,689+15.7% |
| Admin fee / account holder | $596 | $6,216-90.4% | $5,650-89.5% | $13,398-95.6% |