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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 | $42,704 | $183,516-76.7% | $155,534-72.5% | $145,884-70.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.38% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,162 | $5,315+15.9% | $4,675+31.8% | $4,662+32.2% |
| Participant deferral / active EE | $3,819 | $6,467-40.9% | $5,630-32.2% | $6,690-42.9% |
| Admin fee / account holder | $1,260 | $19,293-93.5% | $15,900-92.1% | $13,392-90.6% |