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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 | $90,700 | $183,539-50.6% | $155,556-41.7% | $145,897-37.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 23.07% | 61.31%-38.2pp | 64.84%-41.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $3,554 | $5,315-33.1% | $4,675-24.0% | $4,663-23.8% |
| Participant deferral / active EE | $15,625 | $6,467+141.6% | $5,631+177.5% | $6,689+133.6% |
| Admin fee / account holder | $681 | $19,275-96.5% | $15,885-95.7% | $13,390-94.9% |