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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 | $55,493 | $183,592-69.8% | $155,574-64.3% | $145,877-62.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 36.88% | 61.37%-24.5pp | 64.87%-28.0pp | 551.28%-514.4pp |
| Employer contribution / active EE | $2,880 | $5,317-45.8% | $4,676-38.4% | $4,663-38.2% |
| Participant deferral / active EE | $8,623 | $6,466+33.4% | $5,629+53.2% | $6,691+28.9% |
| Admin fee / account holder | $588 | $19,316-97.0% | $15,914-96.3% | $13,402-95.6% |