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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 | $100,719 | $183,627-45.2% | $155,602-35.3% | $145,978-31.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.47% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $4,609 | $5,316-13.3% | $4,675-1.4% | $4,662-1.1% |
| Participant deferral / active EE | $8,135 | $6,466+25.8% | $5,629+44.5% | $6,690+21.6% |
| Admin fee / account holder | $455 | $19,327-97.6% | $15,923-97.1% | $13,400-96.6% |