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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 | $52,577 | $183,516-71.4% | $155,534-66.2% | $145,884-64.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 30.38% | 61.43%-31.0pp | 64.92%-34.5pp | 551.85%-521.5pp |
| Employer contribution / active EE | $1,268 | $5,315-76.2% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $5,355 | $6,467-17.2% | $5,630-4.9% | $6,690-20.0% |
| Admin fee / account holder | $1,750 | $19,293-90.9% | $15,900-89.0% | $13,392-86.9% |