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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 | $50,922 | $107,368-52.6% | $92,915-45.2% | $152,909-66.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 28.71% | 145.64%-116.9pp | 109.45%-80.7pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,551 | $4,222-63.3% | $3,653-57.5% | $4,764-67.4% |
| Participant deferral / active EE | $3,583 | $4,848-26.1% | $4,238-15.5% | $5,851-38.8% |
| Admin fee / account holder | $8,840 | $7,082+24.8% | $5,796+52.5% | $11,601-23.8% |