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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 | $55,110 | $148,623-62.9% | $135,974-59.5% | $139,466-60.5% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 37.77% | 79.30%-41.5pp | 68.30%-30.5pp | 373.66%-335.9pp |
| Employer contribution / active EE | $5,002 | $5,246-4.7% | $4,859+2.9% | $4,754+5.2% |
| Participant deferral / active EE | $9,813 | $8,103+21.1% | $7,760+26.5% | $6,712+46.2% |
| Admin fee / account holder | $559 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |