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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 | $50,351 | $166,242-69.7% | $165,071-69.5% | $145,884-65.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 21.02% | 100.44%-79.4pp | 70.17%-49.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $2,373 | $5,283-55.1% | $4,347-45.4% | $4,662-49.1% |
| Participant deferral / active EE | $6,590 | $6,964-5.4% | $6,035+9.2% | $6,690-1.5% |
| Admin fee / account holder | $345 | $16,658-97.9% | $12,695-97.3% | $13,392-97.4% |