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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 | $44,490 | $227,633-80.5% | $189,597-76.5% | $167,553-73.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 21.49% | 78.45%-57.0pp | 64.20%-42.7pp | 478.89%-457.4pp |
| Employer contribution / active EE | $6,243 | $5,317+17.4% | $4,412+41.5% | $4,840+29.0% |
| Participant deferral / active EE | $8,729 | $7,003+24.7% | $6,174+41.4% | $6,343+37.6% |
| Admin fee / account holder | $2,186 | $11,879-81.6% | $9,807-77.7% | $12,316-82.3% |