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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 | $110,337-43.2% | $102,383-38.8% | $145,877-57.1% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 35.53% | 24.83%+10.7pp | 24.94%+10.6pp | 551.28%-515.8pp |
| Employer contribution / active EE | $6,452 | $4,216+53.0% | $3,870+66.7% | $4,663+38.4% |
| Participant deferral / active EE | $1,702 | $5,621-69.7% | $5,060-66.4% | $6,691-74.6% |
| Admin fee / account holder | $9,927 | $9,750+1.8% | $8,391+18.3% | $13,402-25.9% |