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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 | $90,424 | $183,539-50.7% | $155,556-41.9% | $145,897-38.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.61% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,864 | $5,315-64.9% | $4,675-60.1% | $4,663-60.0% |
| Participant deferral / active EE | $4,677 | $6,467-27.7% | $5,631-16.9% | $6,689-30.1% |
| Admin fee / account holder | $424 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |