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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 | $62,546 | $108,897-42.6% | $100,378-37.7% | $145,877-57.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.1pp |
| Annual return | 12.46% | 58.17%-45.7pp | 49.41%-37.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,592 | $4,420-18.7% | $3,942-8.9% | $4,663-23.0% |
| Participant deferral / active EE | $7,473 | $8,455-11.6% | $8,087-7.6% | $6,691+11.7% |
| Admin fee / account holder | $621 | $9,690-93.6% | $7,899-92.1% | $13,402-95.4% |