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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 | $51,396 | $227,399-77.4% | $189,758-72.9% | $198,609-74.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 21.65% | 61.03%-39.4pp | 52.62%-31.0pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,059 | $5,526-62.7% | $4,767-56.8% | $5,055-59.3% |
| Participant deferral / active EE | $5,682 | $6,837-16.9% | $5,856-3.0% | $6,977-18.6% |
| Admin fee / account holder | $903 | $25,162-96.4% | $20,388-95.6% | $19,030-95.3% |