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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 | $211,224-71.7% | $178,505-66.5% | $145,897-59.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.92% | 30.28%-20.4pp | 27.16%-17.2pp | 552.29%-542.4pp |
| Employer contribution / active EE | $12,033 | $4,577+162.9% | $3,955+204.2% | $4,663+158.1% |
| Participant deferral / active EE | $4,600 | $6,966-34.0% | $6,280-26.8% | $6,689-31.2% |
| Admin fee / account holder | $40,491 | $12,109+234.4% | $10,428+288.3% | $13,390+202.4% |