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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 | $62,651 | $110,410-43.3% | $102,437-38.8% | $145,897-57.1% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 35.53% | 24.85%+10.7pp | 24.95%+10.6pp | 552.29%-516.8pp |
| Employer contribution / active EE | $6,452 | $4,217+53.0% | $3,871+66.7% | $4,663+38.4% |
| Participant deferral / active EE | $1,702 | $5,622-69.7% | $5,060-66.4% | $6,689-74.6% |
| Admin fee / account holder | $9,927 | $9,745+1.9% | $8,388+18.3% | $13,390-25.9% |