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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 | $63,848 | $166,268-61.6% | $165,100-61.3% | $145,897-56.2% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 10.87% | 100.52%-89.7pp | 70.21%-59.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,315 | $5,284-75.1% | $4,348-69.8% | $4,663-71.8% |
| Participant deferral / active EE | $2,339 | $6,964-66.4% | $6,035-61.2% | $6,689-65.0% |
| Admin fee / account holder | $48,751 | $16,659+192.6% | $12,696+284.0% | $13,390+264.1% |