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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 | $134,817-36.1% | $123,973-30.5% | $155,188-44.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 18.10% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,926 | $4,425-33.9% | $4,126-29.1% | $4,248-31.1% |
| Participant deferral / active EE | $6,322 | $5,706+10.8% | $5,247+20.5% | $6,531-3.2% |
| Admin fee / account holder | $909 | $13,245-93.1% | $11,799-92.3% | $14,480-93.7% |