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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 | $73,502 | $183,516-59.9% | $155,534-52.7% | $145,884-49.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.68% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $2,435 | $5,315-54.2% | $4,675-47.9% | $4,662-47.8% |
| Participant deferral / active EE | $9,227 | $6,467+42.7% | $5,630+63.9% | $6,690+37.9% |
| Admin fee / account holder | $3,142 | $19,293-83.7% | $15,900-80.2% | $13,392-76.5% |