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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 | $183,539-61.9% | $155,556-55.1% | $145,897-52.1% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 11.72% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,728 | $5,315-48.7% | $4,675-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $2,728 | $6,467-57.8% | $5,631-51.6% | $6,689-59.2% |
| Admin fee / account holder | $2,773 | $19,275-85.6% | $15,885-82.5% | $13,390-79.3% |