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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 | $62,343 | $183,539-66.0% | $155,556-59.9% | $145,897-57.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.85% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,099 | $5,315-60.5% | $4,675-55.1% | $4,663-55.0% |
| Participant deferral / active EE | $4,050 | $6,467-37.4% | $5,631-28.1% | $6,689-39.5% |
| Admin fee / account holder | $818 | $19,275-95.8% | $15,885-94.9% | $13,390-93.9% |