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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 | $96,780 | $183,516-47.3% | $155,534-37.8% | $145,884-33.7% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.41% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,986 | $5,315-62.6% | $4,675-57.5% | $4,662-57.4% |
| Participant deferral / active EE | $3,601 | $6,467-44.3% | $5,630-36.0% | $6,690-46.2% |
| Admin fee / account holder | $621 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |