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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 | $73,751 | $227,399-67.6% | $189,758-61.1% | $198,609-62.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 79.8%+8.4pp | 82.4%+5.9pp |
| Annual return | 15.32% | 61.03%-45.7pp | 52.62%-37.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,582 | $5,526-53.3% | $4,767-45.8% | $5,055-48.9% |
| Participant deferral / active EE | $5,824 | $6,837-14.8% | $5,856-0.6% | $6,977-16.5% |
| Admin fee / account holder | $780 | $25,162-96.9% | $20,388-96.2% | $19,030-95.9% |