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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 | $44,165 | $183,592-75.9% | $155,574-71.6% | $145,877-69.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 19.67% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,026 | $5,317-61.9% | $4,676-56.7% | $4,663-56.5% |
| Participant deferral / active EE | $4,057 | $6,466-37.3% | $5,629-27.9% | $6,691-39.4% |
| Admin fee / account holder | $3,537 | $19,316-81.7% | $15,914-77.8% | $13,402-73.6% |