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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 | $59,198 | $183,592-67.8% | $155,574-61.9% | $145,877-59.4% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.71% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,136 | $5,317-41.0% | $4,676-32.9% | $4,663-32.7% |
| Participant deferral / active EE | $3,068 | $6,466-52.5% | $5,629-45.5% | $6,691-54.1% |
| Admin fee / account holder | $1,262 | $19,316-93.5% | $15,914-92.1% | $13,402-90.6% |