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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 | $73,004 | $148,623-50.9% | $135,974-46.3% | $139,466-47.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.74% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $4,629 | $5,246-11.8% | $4,859-4.7% | $4,754-2.6% |
| Participant deferral / active EE | $11,765 | $8,103+45.2% | $7,760+51.6% | $6,712+75.3% |
| Admin fee / account holder | $438 | $12,406-96.5% | $10,767-95.9% | $11,409-96.2% |