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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 | $73,589 | $183,516-59.9% | $155,534-52.7% | $145,884-49.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 38.11% | 61.43%-23.3pp | 64.92%-26.8pp | 551.85%-513.7pp |
| Employer contribution / active EE | $3,013 | $5,315-43.3% | $4,675-35.6% | $4,662-35.4% |
| Participant deferral / active EE | $10,399 | $6,467+60.8% | $5,630+84.7% | $6,690+55.4% |
| Admin fee / account holder | $1,013 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |