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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 | $183,627-73.8% | $155,602-69.0% | $145,978-67.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.33% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $4,317 | $5,316-18.8% | $4,675-7.7% | $4,662-7.4% |
| Participant deferral / active EE | $4,317 | $6,466-33.2% | $5,629-23.3% | $6,690-35.5% |
| Admin fee / account holder | $676 | $19,327-96.5% | $15,923-95.8% | $13,400-95.0% |