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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 | $81,543 | $183,592-55.6% | $155,574-47.6% | $145,877-44.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 33.42% | 61.37%-28.0pp | 64.87%-31.5pp | 551.28%-517.9pp |
| Employer contribution / active EE | $2,726 | $5,317-48.7% | $4,676-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $7,624 | $6,466+17.9% | $5,629+35.4% | $6,691+13.9% |
| Admin fee / account holder | $335 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |