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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 | $183,592-69.0% | $155,574-63.4% | $145,877-61.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.70% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,020 | $5,317-62.0% | $4,676-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $6,837 | $6,466+5.7% | $5,629+21.5% | $6,691+2.2% |
| Admin fee / account holder | $49,611 | $19,316+156.8% | $15,914+211.7% | $13,402+270.2% |