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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 | $69,626 | $197,603-64.8% | $177,827-60.8% | $158,950-56.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 7.83% | 58.76%-50.9pp | 48.32%-40.5pp | 302.91%-295.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,792 | $8,404+4.6% | $7,713+14.0% | $5,983+47.0% |
| Admin fee / account holder | $724 | $15,402-95.3% | $12,429-94.2% | $11,248-93.6% |