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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 | $44,551 | $127,387-65.0% | $115,038-61.3% | $125,389-64.5% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | 66.34% | 31.28%+35.1pp | 26.14%+40.2pp | 282.24%-215.9pp |
| Employer contribution / active EE | $4,046 | $5,166-21.7% | $4,608-12.2% | $4,866-16.8% |
| Participant deferral / active EE | $7,630 | $6,423+18.8% | $6,026+26.6% | $5,352+42.6% |
| Admin fee / account holder | $798 | $9,516-91.6% | $8,175-90.2% | $9,541-91.6% |