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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 | $84,496 | $96,965-12.9% | $97,995-13.8% | $147,586-42.7% |
| Participation rate | 95.5% | 83.6%+11.8pp | 82.4%+13.1pp | 82.8%+12.6pp |
| Annual return | 23.09% | 24.11%-1.0pp | 23.94%-0.8pp | 578.59%-555.5pp |
| Employer contribution / active EE | $1,953 | $4,536-56.9% | $4,158-53.0% | $4,876-59.9% |
| Participant deferral / active EE | $4,486 | $5,081-11.7% | $5,097-12.0% | $5,439-17.5% |
| Admin fee / account holder | $8,473 | $8,120+4.4% | $5,943+42.6% | $10,886-22.2% |