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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 | $54,993 | $183,592-70.0% | $155,574-64.7% | $145,877-62.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 8.94% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,872 | $5,317-64.8% | $4,676-60.0% | $4,663-59.8% |
| Participant deferral / active EE | $2,255 | $6,466-65.1% | $5,629-59.9% | $6,691-66.3% |
| Admin fee / account holder | $1,882 | $19,316-90.3% | $15,914-88.2% | $13,402-86.0% |