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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 | $65,270 | $168,635-61.3% | $147,617-55.8% | $125,389-47.9% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 27.83% | 77.65%-49.8pp | 61.98%-34.2pp | 282.24%-254.4pp |
| Employer contribution / active EE | $1,917 | $6,252-69.3% | $5,564-65.5% | $4,866-60.6% |
| Participant deferral / active EE | $3,801 | $5,507-31.0% | $4,895-22.4% | $5,352-29.0% |
| Admin fee / account holder | $501 | $13,580-96.3% | $11,612-95.7% | $9,541-94.7% |