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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 | $85,966 | $173,340-50.4% | $136,007-36.8% | $145,959-41.1% |
| Participation rate | 87.5% | 80.5%+7.0pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 21.01% | 1163.32%-1142.3pp | 579.32%-558.3pp | 561.95%-540.9pp |
| Employer contribution / active EE | $2,898 | $5,275-45.1% | $4,215-31.2% | $4,661-37.8% |
| Participant deferral / active EE | $16,218 | $8,699+86.4% | $7,024+130.9% | $6,689+142.5% |
| Admin fee / account holder | $352 | $9,954-96.5% | $6,858-94.9% | $13,398-97.4% |