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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 | $62,407 | $211,288-70.5% | $178,540-65.0% | $145,884-57.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.46% | 30.27%-13.8pp | 27.15%-10.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $6,962 | $4,574+52.2% | $3,953+76.1% | $4,662+49.3% |
| Participant deferral / active EE | $17,707 | $6,967+154.2% | $6,281+181.9% | $6,690+164.7% |
| Admin fee / account holder | $407 | $12,105-96.6% | $10,424-96.1% | $13,392-97.0% |