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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 | $64,373 | $202,440-68.2% | $169,390-62.0% | $139,466-53.8% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.2%+7.4pp | 80.3%+4.3pp |
| Annual return | 16.24% | 532.36%-516.1pp | 406.07%-389.8pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,965 | $4,693-58.1% | $4,013-51.0% | $4,754-58.7% |
| Participant deferral / active EE | $7,172 | $6,940+3.3% | $6,222+15.3% | $6,712+6.8% |
| Admin fee / account holder | $2,263 | $10,722-78.9% | $9,015-74.9% | $11,409-80.2% |