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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 | $59,842 | $211,239-71.7% | $178,528-66.5% | $145,877-59.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.92% | 30.22%-20.3pp | 27.11%-17.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $12,033 | $4,570+163.3% | $3,950+204.6% | $4,663+158.1% |
| Participant deferral / active EE | $4,600 | $6,963-33.9% | $6,278-26.7% | $6,691-31.2% |
| Admin fee / account holder | $40,491 | $12,095+234.8% | $10,419+288.6% | $13,402+202.1% |