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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 | $65,895 | $138,078-52.3% | $125,363-47.4% | $134,509-51.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | 19.90% | 750.49%-730.6pp | 572.15%-552.2pp | 418.13%-398.2pp |
| Employer contribution / active EE | $3,019 | $5,245-42.4% | $4,815-37.3% | $4,741-36.3% |
| Participant deferral / active EE | $9,604 | $7,800+23.1% | $7,447+29.0% | $6,400+50.0% |
| Admin fee / account holder | $4,114 | $11,566-64.4% | $10,005-58.9% | $11,427-64.0% |