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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 | $86,585 | $168,635-48.7% | $147,617-41.3% | $125,389-30.9% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 26.34% | 77.65%-51.3pp | 61.98%-35.6pp | 282.24%-255.9pp |
| Employer contribution / active EE | $4,425 | $6,252-29.2% | $5,564-20.5% | $4,866-9.1% |
| Participant deferral / active EE | $10,197 | $5,507+85.2% | $4,895+108.3% | $5,352+90.5% |
| Admin fee / account holder | $906 | $13,580-93.3% | $11,612-92.2% | $9,541-90.5% |