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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 | $81,537 | $183,516-55.6% | $155,534-47.6% | $145,884-44.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.39% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $18,000 | $5,315+238.7% | $4,675+285.0% | $4,662+286.1% |
| Participant deferral / active EE | $7,177 | $6,467+11.0% | $5,630+27.5% | $6,690+7.3% |
| Admin fee / account holder | $1,861 | $19,293-90.4% | $15,900-88.3% | $13,392-86.1% |