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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 | $61,063 | $157,276-61.2% | $141,177-56.7% | $152,885-60.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 20.28% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $3,116 | $5,262-40.8% | $4,736-34.2% | $4,763-34.6% |
| Participant deferral / active EE | $8,840 | $7,110+24.3% | $6,710+31.7% | $5,851+51.1% |
| Admin fee / account holder | $704 | $12,123-94.2% | $10,263-93.1% | $11,598-93.9% |