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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 | $166,242-61.6% | $165,071-61.3% | $145,884-56.2% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 10.87% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,315 | $5,283-75.1% | $4,347-69.8% | $4,662-71.8% |
| Participant deferral / active EE | $2,339 | $6,964-66.4% | $6,035-61.2% | $6,690-65.0% |
| Admin fee / account holder | $48,751 | $16,658+192.6% | $12,695+284.0% | $13,392+264.0% |