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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 | $55,531 | $129,737-57.2% | $119,126-53.4% | $154,746-64.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 21.21% | 379.08%-357.9pp | 282.11%-260.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $4,195 | $4,375-4.1% | $4,034+4.0% | $4,379-4.2% |
| Participant deferral / active EE | $6,620 | $5,842+13.3% | $5,318+24.5% | $6,730-1.6% |
| Admin fee / account holder | $2,826 | $11,961-76.4% | $10,693-73.6% | $14,365-80.3% |