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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 | $48,309 | $166,020-70.9% | $164,866-70.7% | $145,959-66.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 9.66% | 100.08%-90.4pp | 69.97%-60.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,655 | $5,275-30.7% | $4,343-15.8% | $4,661-21.6% |
| Participant deferral / active EE | $4,592 | $6,961-34.0% | $6,033-23.9% | $6,689-31.4% |
| Admin fee / account holder | $6,907 | $16,644-58.5% | $12,689-45.6% | $13,398-48.4% |