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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 | $105,017 | $166,242-36.8% | $165,071-36.4% | $145,884-28.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.60% | 100.44%-88.8pp | 70.17%-58.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,509 | $5,283-52.5% | $4,347-42.3% | $4,662-46.2% |
| Participant deferral / active EE | $2,180 | $6,964-68.7% | $6,035-63.9% | $6,690-67.4% |
| Admin fee / account holder | $504 | $16,658-97.0% | $12,695-96.0% | $13,392-96.2% |