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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 | $87,339 | $211,288-58.7% | $178,540-51.1% | $145,884-40.1% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.1pp |
| Annual return | 9.11% | 30.27%-21.2pp | 27.15%-18.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $20,306 | $4,574+344.0% | $3,953+413.7% | $4,662+335.5% |
| Participant deferral / active EE | $4,941 | $6,967-29.1% | $6,281-21.3% | $6,690-26.1% |
| Admin fee / account holder | $585 | $12,105-95.2% | $10,424-94.4% | $13,392-95.6% |