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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 | $48,310 | $183,592-73.7% | $155,574-68.9% | $145,877-66.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.11% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,106 | $5,317-41.6% | $4,676-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $5,657 | $6,466-12.5% | $5,629+0.5% | $6,691-15.4% |
| Admin fee / account holder | $674 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |