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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 | $101,813 | $165,939-38.6% | $122,354-16.8% | $147,585-31.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 19.07% | 34.56%-15.5pp | 30.28%-11.2pp | 578.58%-559.5pp |
| Employer contribution / active EE | $4,894 | $5,754-15.0% | $4,051+20.8% | $4,876+0.4% |
| Participant deferral / active EE | $7,946 | $4,005+98.4% | $3,287+141.7% | $5,439+46.1% |
| Admin fee / account holder | $859 | $7,425-88.4% | $5,479-84.3% | $10,886-92.1% |