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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 | $42,064 | $183,592-77.1% | $155,567-73.0% | $145,959-71.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 12.43% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,550 | $5,315-70.8% | $4,674-66.8% | $4,661-66.7% |
| Participant deferral / active EE | $3,470 | $6,464-46.3% | $5,628-38.3% | $6,689-48.1% |
| Admin fee / account holder | $883 | $19,318-95.4% | $15,916-94.5% | $13,398-93.4% |