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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 | $25,593 | $183,516-86.1% | $155,534-83.5% | $145,884-82.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.65% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $2,090 | $5,315-60.7% | $4,675-55.3% | $4,662-55.2% |
| Participant deferral / active EE | $2,932 | $6,467-54.7% | $5,630-47.9% | $6,690-56.2% |
| Admin fee / account holder | $360 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |