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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 | $65,618 | $183,592-64.3% | $155,574-57.8% | $145,877-55.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 15.52% | 61.37%-45.9pp | 64.87%-49.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,535 | $5,317+4.1% | $4,676+18.4% | $4,663+18.7% |
| Participant deferral / active EE | $7,462 | $6,466+15.4% | $5,629+32.6% | $6,691+11.5% |
| Admin fee / account holder | $613 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |