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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 | $64,774 | $159,934-59.5% | $147,005-55.9% | $145,959-55.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.76% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,050 | $5,287-42.3% | $4,934-38.2% | $4,661-34.6% |
| Participant deferral / active EE | $9,678 | $8,427+14.8% | $8,070+19.9% | $6,689+44.7% |
| Admin fee / account holder | $2,060 | $15,053-86.3% | $13,006-84.2% | $13,398-84.6% |