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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 | $63,850 | $108,912-41.4% | $100,383-36.4% | $145,959-56.3% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 21.52% | 57.96%-36.4pp | 49.26%-27.7pp | 561.95%-540.4pp |
| Employer contribution / active EE | $3,903 | $4,423-11.8% | $3,944-1.0% | $4,661-16.3% |
| Participant deferral / active EE | $10,328 | $8,451+22.2% | $8,086+27.7% | $6,689+54.4% |
| Admin fee / account holder | $976 | $9,690-89.9% | $7,900-87.6% | $13,398-92.7% |