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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 | $64,855 | $61,125+6.1% | $94,057-31.0% | $87,485-25.9% |
| Participation rate | 91.5% | 64.1%+27.5pp | 73.3%+18.2pp | 68.9%+22.6pp |
| Annual return | 35.43% | 35.20%+0.2pp | 480.62%-445.2pp | 26.06%+9.4pp |
| Employer contribution / active EE | $3,397 | $2,136+59.0% | $2,933+15.8% | $2,596+30.9% |
| Participant deferral / active EE | $5,397 | $3,260+65.5% | $4,709+14.6% | $4,274+26.3% |
| Admin fee / account holder | $10,789 | $5,629+91.7% | $7,244+48.9% | $7,775+38.8% |