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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 | $59,603 | $166,268-64.2% | $165,100-63.9% | $145,897-59.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.06% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,247 | $5,284-57.5% | $4,348-48.3% | $4,663-51.8% |
| Participant deferral / active EE | $4,516 | $6,964-35.2% | $6,035-25.2% | $6,689-32.5% |
| Admin fee / account holder | $9,723 | $16,659-41.6% | $12,696-23.4% | $13,390-27.4% |