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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 | $91,277 | $157,276-42.0% | $141,177-35.3% | $152,885-40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 15.66% | 64.33%-48.7pp | 71.40%-55.7pp | 345.39%-329.7pp |
| Employer contribution / active EE | $4,994 | $5,262-5.1% | $4,736+5.5% | $4,763+4.9% |
| Participant deferral / active EE | $6,227 | $7,110-12.4% | $6,710-7.2% | $5,851+6.4% |
| Admin fee / account holder | $707 | $12,123-94.2% | $10,263-93.1% | $11,598-93.9% |