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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 | $98,834 | $197,637-50.0% | $177,848-44.4% | $158,982-37.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 9.34% | 58.77%-49.4pp | 48.33%-39.0pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,366 | $6,698-64.7% | $5,919-60.0% | $4,763-50.3% |
| Participant deferral / active EE | $3,673 | $8,405-56.3% | $7,714-52.4% | $5,983-38.6% |
| Admin fee / account holder | $736 | $15,406-95.2% | $12,431-94.1% | $11,252-93.5% |