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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 | $90,321 | $183,627-50.8% | $155,602-42.0% | $145,978-38.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.23% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,429 | $5,316-54.3% | $4,675-48.0% | $4,662-47.9% |
| Participant deferral / active EE | $7,418 | $6,466+14.7% | $5,629+31.8% | $6,690+10.9% |
| Admin fee / account holder | $712 | $19,327-96.3% | $15,923-95.5% | $13,400-94.7% |