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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 | $113,840 | $227,399-49.9% | $189,758-40.0% | $198,609-42.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 18.93% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,332 | $5,526-57.8% | $4,767-51.1% | $5,055-53.9% |
| Participant deferral / active EE | $7,429 | $6,837+8.7% | $5,856+26.9% | $6,977+6.5% |
| Admin fee / account holder | $484 | $25,162-98.1% | $20,388-97.6% | $19,030-97.5% |