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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 | $49,569 | $162,136-69.4% | $152,301-67.5% | $154,746-68.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 30.53% | 91.02%-60.5pp | 80.50%-50.0pp | 172.34%-141.8pp |
| Employer contribution / active EE | $1,891 | $4,890-61.3% | $4,624-59.1% | $4,379-56.8% |
| Participant deferral / active EE | $5,316 | $8,341-36.3% | $8,004-33.6% | $6,730-21.0% |
| Admin fee / account holder | $691 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |