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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 | $108,897+49.7% | $100,378+62.4% | $145,877+11.7% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.27% | 58.17%-43.9pp | 49.41%-35.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,563 | $4,420-64.6% | $3,942-60.4% | $4,663-66.5% |
| Participant deferral / active EE | $6,692 | $8,455-20.8% | $8,087-17.3% | $6,6910% |
| Admin fee / account holder | $586 | $9,690-94.0% | $7,899-92.6% | $13,402-95.6% |