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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 | $61,717 | $183,627-66.4% | $155,602-60.3% | $145,978-57.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.85% | 61.32%-41.5pp | 64.81%-45.0pp | 550.52%-530.7pp |
| Employer contribution / active EE | $3,154 | $5,316-40.7% | $4,675-32.5% | $4,662-32.4% |
| Participant deferral / active EE | $10,259 | $6,466+58.7% | $5,629+82.3% | $6,690+53.4% |
| Admin fee / account holder | $55,613 | $19,327+187.7% | $15,923+249.3% | $13,400+315.0% |