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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 | $74,853 | $183,516-59.2% | $155,534-51.9% | $145,884-48.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.68% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,817 | $5,315-47.0% | $4,675-39.7% | $4,662-39.6% |
| Participant deferral / active EE | $2,738 | $6,467-57.7% | $5,630-51.4% | $6,690-59.1% |
| Admin fee / account holder | $7,705 | $19,293-60.1% | $15,900-51.5% | $13,392-42.5% |