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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 | $210,698-71.6% | $178,014-66.4% | $145,959-59.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.92% | 386.27%-376.4pp | 294.80%-284.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $12,033 | $4,567+163.5% | $3,950+204.6% | $4,661+158.2% |
| Participant deferral / active EE | $4,600 | $6,958-33.9% | $6,276-26.7% | $6,689-31.2% |
| Admin fee / account holder | $40,491 | $12,016+237.0% | $10,362+290.8% | $13,398+202.2% |