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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 | $50,026 | $144,130-65.3% | $117,861-57.6% | $147,586-66.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.89% | 531.20%-519.3pp | 335.11%-323.2pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,623 | $4,897-66.9% | $3,786-57.1% | $4,876-66.7% |
| Participant deferral / active EE | $4,043 | $5,316-23.9% | $4,482-9.8% | $5,439-25.7% |
| Admin fee / account holder | $11,326 | $10,887+4.0% | $8,021+41.2% | $10,886+4.0% |