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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 | $56,955 | $183,592-69.0% | $155,574-63.4% | $145,877-61.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 91.61% | 61.37%+30.2pp | 64.87%+26.7pp | 551.28%-459.7pp |
| Employer contribution / active EE | $1,838 | $5,317-65.4% | $4,676-60.7% | $4,663-60.6% |
| Participant deferral / active EE | $7,282 | $6,466+12.6% | $5,629+29.4% | $6,691+8.8% |
| Admin fee / account holder | $395 | $19,316-98.0% | $15,914-97.5% | $13,402-97.0% |