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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 | $55,565 | $157,829-64.8% | $136,867-59.4% | $198,609-72.0% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 19.61% | 51.25%-31.6pp | 42.97%-23.4pp | 202.70%-183.1pp |
| Employer contribution / active EE | $4,225 | $3,923+7.7% | $3,547+19.1% | $5,055-16.4% |
| Participant deferral / active EE | $9,490 | $5,463+73.7% | $4,924+92.7% | $6,977+36.0% |
| Admin fee / account holder | $328 | $11,107-97.1% | $10,340-96.8% | $19,030-98.3% |