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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 | $49,683 | $166,242-70.1% | $165,071-69.9% | $145,884-65.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 14.39% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $6,974 | $5,283+32.0% | $4,347+60.4% | $4,662+49.6% |
| Participant deferral / active EE | $7,020 | $6,964+0.8% | $6,035+16.3% | $6,690+4.9% |
| Admin fee / account holder | $3,890 | $16,658-76.6% | $12,695-69.4% | $13,392-71.0% |