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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 | $52,816 | $183,592-71.2% | $155,567-66.0% | $145,959-63.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.87% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,372 | $5,315+1.1% | $4,674+14.9% | $4,661+15.3% |
| Participant deferral / active EE | $4,207 | $6,464-34.9% | $5,628-25.2% | $6,689-37.1% |
| Admin fee / account holder | $1,143 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |