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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 | $62,385 | $183,539-66.0% | $155,556-59.9% | $145,897-57.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.07% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,997 | $5,315-62.4% | $4,675-57.3% | $4,663-57.2% |
| Participant deferral / active EE | $2,502 | $6,467-61.3% | $5,631-55.6% | $6,689-62.6% |
| Admin fee / account holder | $1,504 | $19,275-92.2% | $15,885-90.5% | $13,390-88.8% |