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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 | $51,838 | $168,635-69.3% | $147,617-64.9% | $125,389-58.7% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 26.91% | 77.65%-50.7pp | 61.98%-35.1pp | 282.24%-255.3pp |
| Employer contribution / active EE | $4,537 | $6,252-27.4% | $5,564-18.5% | $4,866-6.8% |
| Participant deferral / active EE | $7,104 | $5,507+29.0% | $4,895+45.1% | $5,352+32.8% |
| Admin fee / account holder | $771 | $13,580-94.3% | $11,612-93.4% | $9,541-91.9% |