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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 | $55,229 | $148,623-62.8% | $135,974-59.4% | $139,466-60.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.05% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,613 | $5,246-50.2% | $4,859-46.2% | $4,754-45.0% |
| Participant deferral / active EE | $10,175 | $8,103+25.6% | $7,760+31.1% | $6,712+51.6% |
| Admin fee / account holder | $511 | $12,406-95.9% | $10,767-95.3% | $11,409-95.5% |