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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 | $73,160 | $183,539-60.1% | $155,556-53.0% | $145,897-49.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.07% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,089 | $5,315-60.7% | $4,675-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $5,964 | $6,467-7.8% | $5,631+5.9% | $6,689-10.8% |
| Admin fee / account holder | $829 | $19,275-95.7% | $15,885-94.8% | $13,390-93.8% |