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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 | $183,627-71.7% | $155,602-66.6% | $145,978-64.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 26.34% | 61.32%-35.0pp | 64.81%-38.5pp | 550.52%-524.2pp |
| Employer contribution / active EE | $7,510 | $5,316+41.3% | $4,675+60.6% | $4,662+61.1% |
| Participant deferral / active EE | $5,234 | $6,466-19.0% | $5,629-7.0% | $6,690-21.8% |
| Admin fee / account holder | $658 | $19,327-96.6% | $15,923-95.9% | $13,400-95.1% |