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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 | $97,807 | $183,627-46.7% | $155,602-37.1% | $145,978-33.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.67% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $5,725 | $5,316+7.7% | $4,675+22.5% | $4,662+22.8% |
| Participant deferral / active EE | $4,711 | $6,466-27.1% | $5,629-16.3% | $6,690-29.6% |
| Admin fee / account holder | $547 | $19,327-97.2% | $15,923-96.6% | $13,400-95.9% |