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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 | $59,561 | $202,463-70.6% | $169,397-64.8% | $139,487-57.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 19.74% | 532.64%-512.9pp | 406.23%-386.5pp | 373.84%-354.1pp |
| Employer contribution / active EE | $3,080 | $4,694-34.4% | $4,013-23.3% | $4,755-35.2% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,540 | $10,726-39.0% | $9,017-27.5% | $11,407-42.7% |