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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 | $162,995 | $108,911+49.7% | $100,392+62.4% | $145,884+11.7% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.27% | 58.23%-44.0pp | 49.45%-35.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,563 | $4,420-64.6% | $3,941-60.3% | $4,662-66.5% |
| Participant deferral / active EE | $6,692 | $8,459-20.9% | $8,090-17.3% | $6,6900% |
| Admin fee / account holder | $586 | $9,698-94.0% | $7,904-92.6% | $13,392-95.6% |