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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 | $162,136-34.9% | $152,301-30.7% | $154,746-31.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 54.65% | 91.02%-36.4pp | 80.50%-25.8pp | 172.34%-117.7pp |
| Employer contribution / active EE | $1,256 | $4,890-74.3% | $4,624-72.8% | $4,379-71.3% |
| Participant deferral / active EE | $11,815 | $8,341+41.7% | $8,004+47.6% | $6,730+75.5% |
| Admin fee / account holder | $660 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |