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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 | $57,975 | $183,627-68.4% | $155,602-62.7% | $145,978-60.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.09% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,506 | $5,316-71.7% | $4,675-67.8% | $4,662-67.7% |
| Participant deferral / active EE | $4,726 | $6,466-26.9% | $5,629-16.0% | $6,690-29.4% |
| Admin fee / account holder | $2,897 | $19,327-85.0% | $15,923-81.8% | $13,400-78.4% |