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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 | $71,347 | $148,629-52.0% | $135,982-47.5% | $139,487-48.9% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 24.18% | 79.33%-55.2pp | 68.32%-44.1pp | 373.84%-349.7pp |
| Employer contribution / active EE | $15,917 | $5,247+203.4% | $4,859+227.6% | $4,755+234.8% |
| Participant deferral / active EE | $10,139 | $8,102+25.1% | $7,760+30.7% | $6,713+51.0% |
| Admin fee / account holder | $967 | $12,406-92.2% | $10,767-91.0% | $11,407-91.5% |