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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 | $68,323 | $183,539-62.8% | $155,556-56.1% | $145,897-53.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.94% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,714 | $5,315-48.9% | $4,675-42.0% | $4,663-41.8% |
| Participant deferral / active EE | $7,144 | $6,467+10.5% | $5,631+26.9% | $6,689+6.8% |
| Admin fee / account holder | $1,444 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |