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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 | $86,117 | $129,737-33.6% | $119,126-27.7% | $154,746-44.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 18.10% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,926 | $4,375-33.1% | $4,034-27.5% | $4,379-33.2% |
| Participant deferral / active EE | $6,322 | $5,842+8.2% | $5,318+18.9% | $6,730-6.1% |
| Admin fee / account holder | $909 | $11,961-92.4% | $10,693-91.5% | $14,365-93.7% |