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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 | $183,592-77.2% | $155,574-73.1% | $145,877-71.3% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 10.03% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,503 | $5,317+22.3% | $4,676+39.1% | $4,663+39.5% |
| Participant deferral / active EE | $4,051 | $6,466-37.3% | $5,629-28.0% | $6,691-39.5% |
| Admin fee / account holder | $3,872 | $19,316-80.0% | $15,914-75.7% | $13,402-71.1% |