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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 | $62,045 | $133,998-53.7% | $112,263-44.7% | $134,545-53.9% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | 2.83% | 47.17%-44.3pp | 27.49%-24.7pp | 418.37%-415.5pp |
| Employer contribution / active EE | $2,941 | $4,040-27.2% | $3,636-19.1% | $4,742-38.0% |
| Participant deferral / active EE | $4,955 | $5,292-6.4% | $4,729+4.8% | $6,401-22.6% |
| Admin fee / account holder | $1,565 | $7,493-79.1% | $6,410-75.6% | $11,431-86.3% |