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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 | $64,957 | $148,623-56.3% | $135,974-52.2% | $139,466-53.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.74% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,860 | $5,246-45.5% | $4,859-41.1% | $4,754-39.8% |
| Participant deferral / active EE | $18,247 | $8,103+125.2% | $7,760+135.1% | $6,712+171.9% |
| Admin fee / account holder | $519 | $12,406-95.8% | $10,767-95.2% | $11,409-95.5% |