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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 | $83,205 | $196,972-57.8% | $182,262-54.3% | $198,609-58.1% |
| Participation rate | 85.0% | 85.7%-0.7pp | 84.2%+0.8pp | 82.4%+2.6pp |
| Annual return | 19.10% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $4,920 | $5,364-8.3% | $5,046-2.5% | $5,055-2.7% |
| Participant deferral / active EE | $13,033 | $8,643+50.8% | $8,276+57.5% | $6,977+86.8% |
| Admin fee / account holder | $2,254 | $18,429-87.8% | $16,712-86.5% | $19,030-88.2% |