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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 | $64,092 | $183,516-65.1% | $155,534-58.8% | $145,884-56.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.14% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,343 | $5,315-37.1% | $4,675-28.5% | $4,662-28.3% |
| Participant deferral / active EE | $5,396 | $6,467-16.6% | $5,630-4.2% | $6,690-19.3% |
| Admin fee / account holder | $850 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |