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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 | $58,216 | $148,623-60.8% | $135,974-57.2% | $139,466-58.3% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 37.01% | 79.30%-42.3pp | 68.30%-31.3pp | 373.66%-336.6pp |
| Employer contribution / active EE | $2,647 | $5,246-49.5% | $4,859-45.5% | $4,754-44.3% |
| Participant deferral / active EE | $6,775 | $8,103-16.4% | $7,760-12.7% | $6,712+0.9% |
| Admin fee / account holder | $788 | $12,406-93.6% | $10,767-92.7% | $11,409-93.1% |