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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 | $107,533 | $225,673-52.4% | $203,872-47.3% | $155,188-30.7% |
| Participation rate | 88.9% | 80.3%+8.6pp | 77.8%+11.1pp | 80.8%+8.1pp |
| Annual return | 20.67% | 95.91%-75.2pp | 85.11%-64.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $5,077 | $4,099+23.9% | $3,757+35.1% | $4,248+19.5% |
| Participant deferral / active EE | $15,129 | $6,893+119.5% | $6,388+136.8% | $6,531+131.6% |
| Admin fee / account holder | $846 | $12,327-93.1% | $11,730-92.8% | $14,480-94.2% |