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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 | $183,516-70.0% | $155,534-64.6% | $145,884-62.3% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 8.94% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,872 | $5,315-64.8% | $4,675-59.9% | $4,662-59.8% |
| Participant deferral / active EE | $2,255 | $6,467-65.1% | $5,630-60.0% | $6,690-66.3% |
| Admin fee / account holder | $1,882 | $19,293-90.2% | $15,900-88.2% | $13,392-85.9% |