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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 | $89,006 | $183,592-51.5% | $155,574-42.8% | $145,877-39.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 15.95% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,088 | $5,317-60.7% | $4,676-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,405 | $6,466-31.9% | $5,629-21.7% | $6,691-34.2% |
| Admin fee / account holder | $1,616 | $19,316-91.6% | $15,914-89.8% | $13,402-87.9% |