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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 | $35,355 | $148,623-76.2% | $135,974-74.0% | $139,466-74.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 82.88% | 79.30%+3.6pp | 68.30%+14.6pp | 373.66%-290.8pp |
| Employer contribution / active EE | $2,696 | $5,246-48.6% | $4,859-44.5% | $4,754-43.3% |
| Participant deferral / active EE | $5,628 | $8,103-30.5% | $7,760-27.5% | $6,712-16.2% |
| Admin fee / account holder | $1,446 | $12,406-88.3% | $10,767-86.6% | $11,409-87.3% |