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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 | $62,956 | $183,539-65.7% | $155,556-59.5% | $145,897-56.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.76% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,098 | $5,315-22.9% | $4,675-12.3% | $4,663-12.1% |
| Participant deferral / active EE | $4,113 | $6,467-36.4% | $5,631-27.0% | $6,689-38.5% |
| Admin fee / account holder | $4,393 | $19,275-77.2% | $15,885-72.3% | $13,390-67.2% |