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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 | $68,503 | $154,159-55.6% | $130,026-47.3% | $139,456-50.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.60% | 32.50%-14.9pp | -137.26%+154.9pp | 373.45%-355.8pp |
| Employer contribution / active EE | $5,104 | $5,292-3.5% | $4,321+18.1% | $4,753+7.4% |
| Participant deferral / active EE | $9,788 | $6,710+45.9% | $5,821+68.2% | $6,711+45.8% |
| Admin fee / account holder | $839 | $14,001-94.0% | $10,608-92.1% | $11,407-92.6% |