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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 | $84,192 | $201,264-58.2% | $184,185-54.3% | $145,978-42.3% |
| Participation rate | 94.4% | 87.5%+6.9pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 14.80% | 29.00%-14.2pp | 28.81%-14.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $4,077 | $7,021-41.9% | $6,426-36.6% | $4,662-12.6% |
| Participant deferral / active EE | $7,714 | $9,806-21.3% | $9,132-15.5% | $6,690+15.3% |
| Admin fee / account holder | $1,353 | $16,376-91.7% | $13,909-90.3% | $13,400-89.9% |