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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 | $46,913 | $109,967-57.3% | $97,197-51.7% | $145,877-67.8% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 13.00% | 244.27%-231.3pp | 75.47%-62.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,101 | $3,077+0.8% | $2,723+13.9% | $4,663-33.5% |
| Participant deferral / active EE | $8,346 | $4,676+78.5% | $4,263+95.8% | $6,691+24.7% |
| Admin fee / account holder | $1,298 | $6,199-79.1% | $5,637-77.0% | $13,402-90.3% |