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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 | $68,153 | $183,592-62.9% | $155,574-56.2% | $145,877-53.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.14% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $6,053 | $5,317+13.8% | $4,676+29.5% | $4,663+29.8% |
| Participant deferral / active EE | $4,228 | $6,466-34.6% | $5,629-24.9% | $6,691-36.8% |
| Admin fee / account holder | $904 | $19,316-95.3% | $15,914-94.3% | $13,402-93.3% |