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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 | $88,422 | $183,592-51.8% | $155,574-43.2% | $145,877-39.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,192 | $5,317-58.8% | $4,676-53.1% | $4,663-53.0% |
| Participant deferral / active EE | $6,511 | $6,466+0.7% | $5,629+15.7% | $6,691-2.7% |
| Admin fee / account holder | $391 | $19,316-98.0% | $15,914-97.5% | $13,402-97.1% |