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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 | $69,737 | $166,268-58.1% | $165,100-57.8% | $145,897-52.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 11.03% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,481 | $5,284-15.2% | $4,348+3.1% | $4,663-3.9% |
| Participant deferral / active EE | $9,586 | $6,964+37.6% | $6,035+58.8% | $6,689+43.3% |
| Admin fee / account holder | $446 | $16,659-97.3% | $12,696-96.5% | $13,390-96.7% |