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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 | $87,385 | $185,883-53.0% | $170,043-48.6% | $139,466-37.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.82% | 60.54%-42.7pp | 53.40%-35.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $5,119 | $7,596-32.6% | $6,790-24.6% | $4,754+7.7% |
| Participant deferral / active EE | $5,876 | $11,626-49.5% | $10,410-43.6% | $6,712-12.5% |
| Admin fee / account holder | $664 | $15,393-95.7% | $12,824-94.8% | $11,409-94.2% |