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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 | $51,718 | $183,592-71.8% | $155,574-66.8% | $145,877-64.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 10.06% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,643 | $5,317-69.1% | $4,676-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $7,555 | $6,466+16.8% | $5,629+34.2% | $6,691+12.9% |
| Admin fee / account holder | $1,506 | $19,316-92.2% | $15,914-90.5% | $13,402-88.8% |