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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 | $183,516-77.2% | $155,534-73.1% | $145,884-71.3% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 10.03% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $6,503 | $5,315+22.4% | $4,675+39.1% | $4,662+39.5% |
| Participant deferral / active EE | $4,051 | $6,467-37.4% | $5,630-28.0% | $6,690-39.4% |
| Admin fee / account holder | $3,872 | $19,293-79.9% | $15,900-75.6% | $13,392-71.1% |