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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 | $30,076 | $183,627-83.6% | $155,602-80.7% | $145,978-79.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.34% | 61.32%-41.0pp | 64.81%-44.5pp | 550.52%-530.2pp |
| Employer contribution / active EE | $1,988 | $5,316-62.6% | $4,675-57.5% | $4,662-57.4% |
| Participant deferral / active EE | $5,679 | $6,466-12.2% | $5,629+0.9% | $6,690-15.1% |
| Admin fee / account holder | $452 | $19,327-97.7% | $15,923-97.2% | $13,400-96.6% |