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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 | $88,964 | $183,516-51.5% | $155,534-42.8% | $145,884-39.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.22% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $6,665 | $5,315+25.4% | $4,675+42.6% | $4,662+43.0% |
| Participant deferral / active EE | $4,920 | $6,467-23.9% | $5,630-12.6% | $6,690-26.5% |
| Admin fee / account holder | $1,085 | $19,293-94.4% | $15,900-93.2% | $13,392-91.9% |