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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 | $50,726 | $228,352-77.8% | $185,827-72.7% | $158,950-68.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 10.17% | 40.81%-30.6pp | 35.96%-25.8pp | 302.91%-292.7pp |
| Employer contribution / active EE | $2,637 | $4,967-46.9% | $4,087-35.5% | $4,762-44.6% |
| Participant deferral / active EE | $2,716 | $6,416-57.7% | $5,633-51.8% | $5,983-54.6% |
| Admin fee / account holder | $12,182 | $11,867+2.7% | $9,502+28.2% | $11,248+8.3% |