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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 | $201,372-58.2% | $184,260-54.3% | $145,884-42.3% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 14.80% | 29.04%-14.2pp | 28.84%-14.0pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,077 | $7,024-42.0% | $6,427-36.6% | $4,662-12.6% |
| Participant deferral / active EE | $7,714 | $9,808-21.3% | $9,133-15.5% | $6,690+15.3% |
| Admin fee / account holder | $1,353 | $16,362-91.7% | $13,898-90.3% | $13,392-89.9% |