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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 | $102,099 | $183,539-44.4% | $155,556-34.4% | $145,897-30.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,012 | $5,315-62.1% | $4,675-57.0% | $4,663-56.8% |
| Participant deferral / active EE | $5,373 | $6,467-16.9% | $5,631-4.6% | $6,689-19.7% |
| Admin fee / account holder | $800 | $19,275-95.8% | $15,885-95.0% | $13,390-94.0% |