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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 | $108,942-42.6% | $100,415-37.7% | $145,897-57.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.0pp |
| Annual return | 12.46% | 58.27%-45.8pp | 49.47%-37.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,592 | $4,422-18.8% | $3,943-8.9% | $4,663-23.0% |
| Participant deferral / active EE | $7,473 | $8,461-11.7% | $8,091-7.6% | $6,689+11.7% |
| Admin fee / account holder | $621 | $9,702-93.6% | $7,906-92.1% | $13,390-95.4% |