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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 | $56,345 | $124,336-54.7% | $111,303-49.4% | $167,518-66.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 16.09% | 37.45%-21.4pp | 54.66%-38.6pp | 478.71%-462.6pp |
| Employer contribution / active EE | $4,039 | $3,436+17.5% | $2,731+47.9% | $4,838-16.5% |
| Participant deferral / active EE | $10,352 | $5,181+99.8% | $4,487+130.7% | $6,342+63.2% |
| Admin fee / account holder | $427 | $10,623-96.0% | $7,966-94.6% | $12,312-96.5% |