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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 | $166,020-25.4% | $164,866-24.9% | $145,959-15.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 22.74% | 100.08%-77.3pp | 69.97%-47.2pp | 561.95%-539.2pp |
| Employer contribution / active EE | $1,726 | $5,275-67.3% | $4,343-60.2% | $4,661-63.0% |
| Participant deferral / active EE | $13,250 | $6,961+90.4% | $6,033+119.6% | $6,689+98.1% |
| Admin fee / account holder | $498 | $16,644-97.0% | $12,689-96.1% | $13,398-96.3% |