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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 | $57,929 | $115,814-50.0% | $101,275-42.8% | $158,982-63.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 20.70% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $5,635 | $4,176+34.9% | $3,660+53.9% | $4,763+18.3% |
| Participant deferral / active EE | $4,784 | $4,958-3.5% | $4,371+9.5% | $5,983-20.0% |
| Admin fee / account holder | $2,461 | $7,249-66.1% | $5,948-58.6% | $11,252-78.1% |