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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 | $60,566 | $183,539-67.0% | $155,556-61.1% | $145,897-58.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 10.21% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,011 | $5,315-62.2% | $4,675-57.0% | $4,663-56.9% |
| Participant deferral / active EE | $2,511 | $6,467-61.2% | $5,631-55.4% | $6,689-62.5% |
| Admin fee / account holder | $791 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |