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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 | $51,610 | $183,516-71.9% | $155,534-66.8% | $145,884-64.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.14% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,088 | $5,315-60.7% | $4,675-55.3% | $4,662-55.2% |
| Participant deferral / active EE | $5,384 | $6,467-16.7% | $5,630-4.4% | $6,690-19.5% |
| Admin fee / account holder | $649 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |