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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 | $183,592-66.0% | $155,574-59.9% | $145,877-57.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.85% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,099 | $5,317-60.5% | $4,676-55.1% | $4,663-55.0% |
| Participant deferral / active EE | $4,050 | $6,466-37.4% | $5,629-28.1% | $6,691-39.5% |
| Admin fee / account holder | $818 | $19,316-95.8% | $15,914-94.9% | $13,402-93.9% |