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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 | $166,131-70.1% | $164,975-69.9% | $145,877-65.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 14.39% | 100.37%-86.0pp | 70.12%-55.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,974 | $5,276+32.2% | $4,343+60.6% | $4,663+49.6% |
| Participant deferral / active EE | $7,020 | $6,962+0.8% | $6,033+16.3% | $6,691+4.9% |
| Admin fee / account holder | $3,890 | $16,648-76.6% | $12,688-69.3% | $13,402-71.0% |