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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 | $183,516-66.5% | $155,534-60.4% | $145,884-57.8% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 15.11% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,005 | $5,315-43.5% | $4,675-35.7% | $4,662-35.5% |
| Participant deferral / active EE | $5,628 | $6,467-13.0% | $5,6300% | $6,690-15.9% |
| Admin fee / account holder | $639 | $19,293-96.7% | $15,900-96.0% | $13,392-95.2% |