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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 | $56,947 | $183,539-69.0% | $155,556-63.4% | $145,897-61.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.70% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,020 | $5,315-62.0% | $4,675-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $6,837 | $6,467+5.7% | $5,631+21.4% | $6,689+2.2% |
| Admin fee / account holder | $49,611 | $19,275+157.4% | $15,885+212.3% | $13,390+270.5% |