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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 | $98,530 | $183,539-46.3% | $155,556-36.7% | $145,897-32.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 17.26% | 61.31%-44.0pp | 64.84%-47.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,693 | $5,315-49.3% | $4,675-42.4% | $4,663-42.2% |
| Participant deferral / active EE | $7,611 | $6,467+17.7% | $5,631+35.2% | $6,689+13.8% |
| Admin fee / account holder | $1,332 | $19,275-93.1% | $15,885-91.6% | $13,390-90.1% |