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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 | $30,272 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 10.43% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,270 | $5,315-76.1% | $4,675-72.8% | $4,662-72.8% |
| Participant deferral / active EE | $4,617 | $6,467-28.6% | $5,630-18.0% | $6,690-31.0% |
| Admin fee / account holder | $1,059 | $19,293-94.5% | $15,900-93.3% | $13,392-92.1% |