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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 | $82,266 | $185,905-55.7% | $170,057-51.6% | $139,487-41.0% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 46.11% | 60.56%-14.5pp | 53.42%-7.3pp | 373.84%-327.7pp |
| Employer contribution / active EE | $5,199 | $7,597-31.6% | $6,790-23.4% | $4,755+9.3% |
| Participant deferral / active EE | $15,009 | $11,627+29.1% | $10,411+44.2% | $6,713+123.6% |
| Admin fee / account holder | $591 | $15,397-96.2% | $12,826-95.4% | $11,407-94.8% |