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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 | $183,627-71.4% | $155,602-66.2% | $145,978-64.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 30.38% | 61.32%-30.9pp | 64.81%-34.4pp | 550.52%-520.1pp |
| Employer contribution / active EE | $1,268 | $5,316-76.2% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $5,355 | $6,466-17.2% | $5,629-4.9% | $6,690-20.0% |
| Admin fee / account holder | $1,750 | $19,327-90.9% | $15,923-89.0% | $13,400-86.9% |