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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 | $89,180 | $185,312-51.9% | $161,489-44.8% | $154,746-42.4% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.7%+12.6pp | 80.7%+10.6pp |
| Annual return | 18.94% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,493 | $4,769-47.7% | $4,268-41.6% | $4,379-43.1% |
| Participant deferral / active EE | $5,196 | $6,350-18.2% | $5,630-7.7% | $6,730-22.8% |
| Admin fee / account holder | $744 | $18,654-96.0% | $16,006-95.4% | $14,365-94.8% |