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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% | $155,567-62.8% | $145,959-60.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.26% | 61.24%-41.0pp | 64.74%-44.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $1,291 | $5,315-75.7% | $4,674-72.4% | $4,661-72.3% |
| Participant deferral / active EE | $5,136 | $6,464-20.5% | $5,628-8.7% | $6,689-23.2% |
| Admin fee / account holder | $575 | $19,318-97.0% | $15,916-96.4% | $13,398-95.7% |