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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 | $62,011 | $152,612-59.4% | $125,192-50.5% | $152,897-59.4% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 22.37% | 54.85%-32.5pp | 43.79%-21.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,533 | $4,947-48.8% | $3,866-34.5% | $4,764-46.8% |
| Participant deferral / active EE | $4,006 | $5,868-31.7% | $4,937-18.9% | $5,851-31.5% |
| Admin fee / account holder | $577 | $13,437-95.7% | $9,704-94.1% | $11,599-95.0% |