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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 | $50,588 | $107,941-53.1% | $91,994-45.0% | $152,909-66.9% |
| Participation rate | 82.6% | 81.2%+1.4pp | 78.6%+4.0pp | 82.5%+0.2pp |
| Annual return | 26.21% | 89.28%-63.1pp | 69.04%-42.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $9,340 | $4,212+121.8% | $3,453+170.5% | $4,764+96.1% |
| Participant deferral / active EE | $5,813 | $6,366-8.7% | $5,924-1.9% | $5,851-0.7% |
| Admin fee / account holder | $409 | $10,521-96.1% | $7,744-94.7% | $11,601-96.5% |