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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 | $80,673 | $183,516-56.0% | $155,534-48.1% | $145,884-44.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.59% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,264 | $5,315-76.2% | $4,675-73.0% | $4,662-72.9% |
| Participant deferral / active EE | $6,605 | $6,467+2.1% | $5,630+17.3% | $6,690-1.3% |
| Admin fee / account holder | $822 | $19,293-95.7% | $15,900-94.8% | $13,392-93.9% |