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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 | $41,836 | $183,539-77.2% | $155,556-73.1% | $145,897-71.3% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,503 | $5,315+22.3% | $4,675+39.1% | $4,663+39.5% |
| Participant deferral / active EE | $4,051 | $6,467-37.4% | $5,631-28.1% | $6,689-39.4% |
| Admin fee / account holder | $3,872 | $19,275-79.9% | $15,885-75.6% | $13,390-71.1% |