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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 | $61,824 | $183,592-66.3% | $155,574-60.3% | $145,877-57.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.47% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $7,709 | $5,317+45.0% | $4,676+64.9% | $4,663+65.3% |
| Participant deferral / active EE | $5,409 | $6,466-16.3% | $5,629-3.9% | $6,691-19.2% |
| Admin fee / account holder | $2,522 | $19,316-86.9% | $15,914-84.2% | $13,402-81.2% |