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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 | $99,204 | $183,592-46.0% | $155,567-36.2% | $145,959-32.0% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 11.31% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,558 | $5,315-51.9% | $4,674-45.3% | $4,661-45.1% |
| Participant deferral / active EE | $7,635 | $6,464+18.1% | $5,628+35.7% | $6,689+14.2% |
| Admin fee / account holder | $591 | $19,318-96.9% | $15,916-96.3% | $13,398-95.6% |