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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 | $55,534 | $185,905-70.1% | $170,057-67.3% | $139,487-60.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 32.23% | 60.56%-28.3pp | 53.42%-21.2pp | 373.84%-341.6pp |
| Employer contribution / active EE | $3,125 | $7,597-58.9% | $6,790-54.0% | $4,755-34.3% |
| Participant deferral / active EE | $4,495 | $11,627-61.3% | $10,411-56.8% | $6,713-33.0% |
| Admin fee / account holder | $858 | $15,397-94.4% | $12,826-93.3% | $11,407-92.5% |