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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 | $98,530 | $183,627-46.3% | $155,602-36.7% | $145,978-32.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 17.26% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,693 | $5,316-49.3% | $4,675-42.4% | $4,662-42.2% |
| Participant deferral / active EE | $7,611 | $6,466+17.7% | $5,629+35.2% | $6,690+13.8% |
| Admin fee / account holder | $1,332 | $19,327-93.1% | $15,923-91.6% | $13,400-90.1% |