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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 | $52,000 | $183,592-71.7% | $155,574-66.6% | $145,877-64.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 26.34% | 61.37%-35.0pp | 64.87%-38.5pp | 551.28%-524.9pp |
| Employer contribution / active EE | $7,510 | $5,317+41.2% | $4,676+60.6% | $4,663+61.0% |
| Participant deferral / active EE | $5,234 | $6,466-19.1% | $5,629-7.0% | $6,691-21.8% |
| Admin fee / account holder | $658 | $19,316-96.6% | $15,914-95.9% | $13,402-95.1% |