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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 | $63,295 | $148,623-57.4% | $135,974-53.5% | $139,466-54.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.75% | 79.30%-57.5pp | 68.30%-46.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $3,762 | $5,246-28.3% | $4,859-22.6% | $4,754-20.9% |
| Participant deferral / active EE | $8,872 | $8,103+9.5% | $7,760+14.3% | $6,712+32.2% |
| Admin fee / account holder | $1,228 | $12,406-90.1% | $10,767-88.6% | $11,409-89.2% |