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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 | $18,082 | $183,592-90.2% | $155,567-88.4% | $145,959-87.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 19.53% | 61.24%-41.7pp | 64.74%-45.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,918 | $5,315-63.9% | $4,674-59.0% | $4,661-58.9% |
| Participant deferral / active EE | $5,176 | $6,464-19.9% | $5,628-8.0% | $6,689-22.6% |
| Admin fee / account holder | $351 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |