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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 | $27,533 | $183,627-85.0% | $155,602-82.3% | $145,978-81.1% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.4pp |
| Annual return | 34.74% | 61.32%-26.6pp | 64.81%-30.1pp | 550.52%-515.8pp |
| Employer contribution / active EE | $5,784 | $5,316+8.8% | $4,675+23.7% | $4,662+24.1% |
| Participant deferral / active EE | $4,554 | $6,466-29.6% | $5,629-19.1% | $6,690-31.9% |
| Admin fee / account holder | $1,035 | $19,327-94.6% | $15,923-93.5% | $13,400-92.3% |