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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 | $47,321 | $108,942-56.6% | $100,415-52.9% | $145,897-67.6% |
| Participation rate | 94.1% | 83.0%+11.1pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 22.14% | 58.27%-36.1pp | 49.47%-27.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $4,980 | $4,422+12.6% | $3,943+26.3% | $4,663+6.8% |
| Participant deferral / active EE | $9,296 | $8,461+9.9% | $8,091+14.9% | $6,689+39.0% |
| Admin fee / account holder | $16,256 | $9,702+67.6% | $7,906+105.6% | $13,390+21.4% |