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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 | $76,685 | $129,737-40.9% | $119,126-35.6% | $154,746-50.4% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 18.98% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $4,133 | $4,375-5.5% | $4,034+2.5% | $4,379-5.6% |
| Participant deferral / active EE | $7,205 | $5,842+23.3% | $5,318+35.5% | $6,730+7.0% |
| Admin fee / account holder | $728 | $11,961-93.9% | $10,693-93.2% | $14,365-94.9% |