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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 | $69,874 | $183,592-61.9% | $155,574-55.1% | $145,877-52.1% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 11.72% | 61.37%-49.7pp | 64.87%-53.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,728 | $5,317-48.7% | $4,676-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $2,728 | $6,466-57.8% | $5,629-51.5% | $6,691-59.2% |
| Admin fee / account holder | $2,773 | $19,316-85.6% | $15,914-82.6% | $13,402-79.3% |