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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 | $37,366 | $108,897-65.7% | $100,378-62.8% | $145,877-74.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 15.63% | 58.17%-42.5pp | 49.41%-33.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,867 | $4,420-35.1% | $3,942-27.3% | $4,663-38.5% |
| Participant deferral / active EE | $9,471 | $8,455+12.0% | $8,087+17.1% | $6,691+41.6% |
| Admin fee / account holder | $559 | $9,690-94.2% | $7,899-92.9% | $13,402-95.8% |