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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 | $105,500 | $154,228-31.6% | $145,433-27.5% | $137,256-23.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 54.65% | 74.59%-19.9pp | 66.58%-11.9pp | 220.34%-165.7pp |
| Employer contribution / active EE | $1,256 | $4,804-73.9% | $4,554-72.4% | $4,156-69.8% |
| Participant deferral / active EE | $11,815 | $8,216+43.8% | $7,897+49.6% | $6,407+84.4% |
| Admin fee / account holder | $660 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |