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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 | $47,862 | $157,276-69.6% | $141,177-66.1% | $152,885-68.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 29.03% | 64.33%-35.3pp | 71.40%-42.4pp | 345.39%-316.4pp |
| Employer contribution / active EE | $8,465 | $5,262+60.9% | $4,736+78.7% | $4,763+77.7% |
| Participant deferral / active EE | $9,127 | $7,110+28.4% | $6,710+36.0% | $5,851+56.0% |
| Admin fee / account holder | $2,682 | $12,123-77.9% | $10,263-73.9% | $11,598-76.9% |