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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 | $102,920 | $166,242-38.1% | $165,071-37.7% | $145,884-29.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 19.83% | 100.44%-80.6pp | 70.17%-50.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $2,677 | $5,283-49.3% | $4,347-38.4% | $4,662-42.6% |
| Participant deferral / active EE | $6,485 | $6,964-6.9% | $6,035+7.5% | $6,690-3.1% |
| Admin fee / account holder | $392 | $16,658-97.6% | $12,695-96.9% | $13,392-97.1% |