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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 | $47,474 | $97,078-51.1% | $103,065-53.9% | $145,897-67.5% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.6%-9.1pp | 80.3%-8.9pp |
| Annual return | 46.88% | 25.49%+21.4pp | 23.95%+22.9pp | 552.29%-505.4pp |
| Employer contribution / active EE | $5,392 | $4,680+15.2% | $4,675+15.3% | $4,663+15.7% |
| Participant deferral / active EE | $10,363 | $6,601+57.0% | $6,625+56.4% | $6,689+54.9% |
| Admin fee / account holder | $23,148 | $12,505+85.1% | $9,349+147.6% | $13,390+72.9% |