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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 | $61,527 | $183,592-66.5% | $155,567-60.5% | $145,959-57.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 15.11% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,005 | $5,315-43.5% | $4,674-35.7% | $4,661-35.5% |
| Participant deferral / active EE | $5,628 | $6,464-12.9% | $5,6280% | $6,689-15.9% |
| Admin fee / account holder | $639 | $19,318-96.7% | $15,916-96.0% | $13,398-95.2% |