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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 | $73,604 | $183,516-59.9% | $155,534-52.7% | $145,884-49.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.00% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,144 | $5,315-40.9% | $4,675-32.8% | $4,662-32.6% |
| Participant deferral / active EE | $7,359 | $6,467+13.8% | $5,630+30.7% | $6,690+10.0% |
| Admin fee / account holder | $415 | $19,293-97.8% | $15,900-97.4% | $13,392-96.9% |