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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 | $84,113 | $183,592-54.2% | $155,574-45.9% | $145,877-42.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 17.99% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $9,909 | $5,317+86.4% | $4,676+111.9% | $4,663+112.5% |
| Participant deferral / active EE | $6,737 | $6,466+4.2% | $5,629+19.7% | $6,691+0.7% |
| Admin fee / account holder | $2,005 | $19,316-89.6% | $15,914-87.4% | $13,402-85.0% |