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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 | $97,751-51.4% | $103,431-54.1% | $145,978-67.5% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 46.88% | 25.43%+21.4pp | 23.92%+23.0pp | 550.52%-503.6pp |
| Employer contribution / active EE | $5,392 | $4,684+15.1% | $4,678+15.3% | $4,662+15.7% |
| Participant deferral / active EE | $10,363 | $6,603+56.9% | $6,625+56.4% | $6,690+54.9% |
| Admin fee / account holder | $23,148 | $12,515+85.0% | $9,412+145.9% | $13,400+72.7% |