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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 | $53,315 | $183,539-71.0% | $155,556-65.7% | $145,897-63.5% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 23.01% | 61.31%-38.3pp | 64.84%-41.8pp | 552.29%-529.3pp |
| Employer contribution / active EE | $4,217 | $5,315-20.7% | $4,675-9.8% | $4,663-9.5% |
| Participant deferral / active EE | $11,622 | $6,467+79.7% | $5,631+106.4% | $6,689+73.7% |
| Admin fee / account holder | $9,354 | $19,275-51.5% | $15,885-41.1% | $13,390-30.1% |