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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 | $59,351 | $183,539-67.7% | $155,556-61.8% | $145,897-59.3% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 13.71% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $4,750 | $5,315-10.6% | $4,675+1.6% | $4,663+1.9% |
| Participant deferral / active EE | $6,755 | $6,467+4.5% | $5,631+20.0% | $6,689+1.0% |
| Admin fee / account holder | $1,946 | $19,275-89.9% | $15,885-87.7% | $13,390-85.5% |