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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 | $72,684 | $183,516-60.4% | $155,534-53.3% | $145,884-50.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.33% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,482 | $5,315-53.3% | $4,675-46.9% | $4,662-46.8% |
| Participant deferral / active EE | $6,301 | $6,467-2.6% | $5,630+11.9% | $6,690-5.8% |
| Admin fee / account holder | $654 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |