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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 | $172,111-48.2% | $150,298-40.7% | $137,256-35.0% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 18.94% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,493 | $4,636-46.2% | $4,154-40.0% | $4,156-40.0% |
| Participant deferral / active EE | $5,196 | $6,166-15.7% | $5,453-4.7% | $6,407-18.9% |
| Admin fee / account holder | $744 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |