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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 | $102,204 | $185,312-44.8% | $161,489-36.7% | $154,746-34.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 47.15% | 103.84%-56.7pp | 89.72%-42.6pp | 172.34%-125.2pp |
| Employer contribution / active EE | $2,082 | $4,769-56.3% | $4,268-51.2% | $4,379-52.4% |
| Participant deferral / active EE | $10,674 | $6,350+68.1% | $5,630+89.6% | $6,730+58.6% |
| Admin fee / account holder | $832 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |