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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 | $98,550 | $183,592-46.3% | $155,574-36.7% | $145,877-32.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.87% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $7,325 | $5,317+37.8% | $4,676+56.7% | $4,663+57.1% |
| Participant deferral / active EE | $9,414 | $6,466+45.6% | $5,629+67.2% | $6,691+40.7% |
| Admin fee / account holder | $319 | $19,316-98.3% | $15,914-98.0% | $13,402-97.6% |