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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 | $96,010 | $183,516-47.7% | $155,534-38.3% | $145,884-34.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 23.08% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $6,765 | $5,315+27.3% | $4,675+44.7% | $4,662+45.1% |
| Participant deferral / active EE | $4,762 | $6,467-26.4% | $5,630-15.4% | $6,690-28.8% |
| Admin fee / account holder | $395 | $19,293-98.0% | $15,900-97.5% | $13,392-97.0% |