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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 | $67,692 | $148,623-54.5% | $135,974-50.2% | $139,466-51.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 22.97% | 79.30%-56.3pp | 68.30%-45.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,546 | $5,246-51.5% | $4,859-47.6% | $4,754-46.4% |
| Participant deferral / active EE | $5,651 | $8,103-30.3% | $7,760-27.2% | $6,712-15.8% |
| Admin fee / account holder | $5,150 | $12,406-58.5% | $10,767-52.2% | $11,409-54.9% |