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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 | $55,890 | $108,922-48.7% | $100,398-44.3% | $145,978-61.7% |
| Participation rate | 95.8% | 83.0%+12.9pp | 81.5%+14.3pp | 80.3%+15.5pp |
| Annual return | 14.75% | 58.04%-43.3pp | 49.32%-34.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,159 | $4,426-51.2% | $3,946-45.3% | $4,662-53.7% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $970 | $9,680-90.0% | $7,893-87.7% | $13,400-92.8% |