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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 | $72,550 | $183,516-60.5% | $155,534-53.4% | $145,884-50.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 26.83% | 61.43%-34.6pp | 64.92%-38.1pp | 551.85%-525.0pp |
| Employer contribution / active EE | $7,220 | $5,315+35.8% | $4,675+54.4% | $4,662+54.9% |
| Participant deferral / active EE | $6,875 | $6,467+6.3% | $5,630+22.1% | $6,690+2.8% |
| Admin fee / account holder | $569 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |