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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 | $41,675 | $183,592-77.3% | $155,567-73.2% | $145,959-71.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 17.09% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,105 | $5,315-60.4% | $4,674-55.0% | $4,661-54.8% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $5,516 | $19,318-71.4% | $15,916-65.3% | $13,398-58.8% |