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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 | $183,627-46.0% | $155,602-36.2% | $145,978-32.0% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.7pp | 80.3%-1.3pp |
| Annual return | 11.31% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,558 | $5,316-51.9% | $4,675-45.3% | $4,662-45.1% |
| Participant deferral / active EE | $7,635 | $6,466+18.1% | $5,629+35.6% | $6,690+14.1% |
| Admin fee / account holder | $591 | $19,327-96.9% | $15,923-96.3% | $13,400-95.6% |