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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 | $70,273 | $108,942-35.5% | $100,415-30.0% | $145,897-51.8% |
| Participation rate | 81.0% | 83.0%-2.0pp | 81.5%-0.6pp | 80.3%+0.6pp |
| Annual return | 26.49% | 58.27%-31.8pp | 49.47%-23.0pp | 552.29%-525.8pp |
| Employer contribution / active EE | $5,496 | $4,422+24.3% | $3,943+39.4% | $4,663+17.9% |
| Participant deferral / active EE | $9,850 | $8,461+16.4% | $8,091+21.7% | $6,689+47.2% |
| Admin fee / account holder | $3,736 | $9,702-61.5% | $7,906-52.7% | $13,390-72.1% |