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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 | $82,761 | $183,539-54.9% | $155,556-46.8% | $145,897-43.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.44% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,816 | $5,315-47.0% | $4,675-39.8% | $4,663-39.6% |
| Participant deferral / active EE | $8,053 | $6,467+24.5% | $5,631+43.0% | $6,689+20.4% |
| Admin fee / account holder | $952 | $19,275-95.1% | $15,885-94.0% | $13,390-92.9% |