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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 | $50,268 | $183,539-72.6% | $155,556-67.7% | $145,897-65.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.46% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,684 | $5,315-68.3% | $4,675-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $2,491 | $6,467-61.5% | $5,631-55.8% | $6,689-62.8% |
| Admin fee / account holder | $321 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |