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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 | $46,241 | $183,592-74.8% | $155,574-70.3% | $145,877-68.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.29% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $5,635 | $5,317+6.0% | $4,676+20.5% | $4,663+20.8% |
| Participant deferral / active EE | $3,557 | $6,466-45.0% | $5,629-36.8% | $6,691-46.8% |
| Admin fee / account holder | $471 | $19,316-97.6% | $15,914-97.0% | $13,402-96.5% |