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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 | $55,493 | $183,627-69.8% | $155,602-64.3% | $145,978-62.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 36.88% | 61.32%-24.4pp | 64.81%-27.9pp | 550.52%-513.6pp |
| Employer contribution / active EE | $2,880 | $5,316-45.8% | $4,675-38.4% | $4,662-38.2% |
| Participant deferral / active EE | $8,623 | $6,466+33.4% | $5,629+53.2% | $6,690+28.9% |
| Admin fee / account holder | $588 | $19,327-97.0% | $15,923-96.3% | $13,400-95.6% |