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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 | $69,555 | $183,592-62.1% | $155,574-55.3% | $145,877-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $5,625 | $5,317+5.8% | $4,676+20.3% | $4,663+20.6% |
| Participant deferral / active EE | $2,449 | $6,466-62.1% | $5,629-56.5% | $6,691-63.4% |
| Admin fee / account holder | $3,547 | $19,316-81.6% | $15,914-77.7% | $13,402-73.5% |