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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 | $54,369 | $157,296-65.4% | $141,191-61.5% | $152,897-64.4% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 26.35% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $3,213 | $5,262-38.9% | $4,736-32.2% | $4,764-32.6% |
| Participant deferral / active EE | $6,489 | $7,111-8.7% | $6,710-3.3% | $5,851+10.9% |
| Admin fee / account holder | $472 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |