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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 | $57,924 | $183,592-68.4% | $155,574-62.8% | $145,877-60.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.26% | 61.37%-41.1pp | 64.87%-44.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,291 | $5,317-75.7% | $4,676-72.4% | $4,663-72.3% |
| Participant deferral / active EE | $5,136 | $6,466-20.6% | $5,629-8.8% | $6,691-23.2% |
| Admin fee / account holder | $575 | $19,316-97.0% | $15,914-96.4% | $13,402-95.7% |