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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 | $62,596 | $166,131-62.3% | $164,975-62.1% | $145,877-57.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 15.90% | 100.37%-84.5pp | 70.12%-54.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,091 | $5,276-60.4% | $4,343-51.9% | $4,663-55.2% |
| Participant deferral / active EE | $6,068 | $6,962-12.8% | $6,033+0.6% | $6,691-9.3% |
| Admin fee / account holder | $1,434 | $16,648-91.4% | $12,688-88.7% | $13,402-89.3% |