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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 | $103,491 | $183,516-43.6% | $155,534-33.5% | $145,884-29.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.78% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $5,029 | $5,315-5.4% | $4,675+7.6% | $4,662+7.9% |
| Participant deferral / active EE | $6,483 | $6,467+0.3% | $5,630+15.2% | $6,690-3.1% |
| Admin fee / account holder | $1,452 | $19,293-92.5% | $15,900-90.9% | $13,392-89.2% |