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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 | $48,161 | $183,592-73.8% | $155,574-69.0% | $145,877-67.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.33% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,317 | $5,317-18.8% | $4,676-7.7% | $4,663-7.4% |
| Participant deferral / active EE | $4,317 | $6,466-33.2% | $5,629-23.3% | $6,691-35.5% |
| Admin fee / account holder | $676 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |