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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 | $123,781 | $166,268-25.6% | $165,100-25.0% | $145,897-15.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 22.74% | 100.52%-77.8pp | 70.21%-47.5pp | 552.29%-529.5pp |
| Employer contribution / active EE | $1,726 | $5,284-67.3% | $4,348-60.3% | $4,663-63.0% |
| Participant deferral / active EE | $13,250 | $6,964+90.3% | $6,035+119.5% | $6,689+98.1% |
| Admin fee / account holder | $498 | $16,659-97.0% | $12,696-96.1% | $13,390-96.3% |