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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 | $54,346 | $183,516-70.4% | $155,534-65.1% | $145,884-62.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.46% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,520 | $5,315-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $3,328 | $6,467-48.5% | $5,630-40.9% | $6,690-50.3% |
| Admin fee / account holder | $519 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |