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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 | $183,516-69.0% | $155,534-63.4% | $145,884-61.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 91.61% | 61.43%+30.2pp | 64.92%+26.7pp | 551.85%-460.2pp |
| Employer contribution / active EE | $1,838 | $5,315-65.4% | $4,675-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $7,282 | $6,467+12.6% | $5,630+29.3% | $6,690+8.9% |
| Admin fee / account holder | $395 | $19,293-98.0% | $15,900-97.5% | $13,392-97.0% |