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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 | $21,823 | $183,592-88.1% | $155,574-86.0% | $145,877-85.0% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 60.92% | 61.37%-0.5pp | 64.87%-3.9pp | 551.28%-490.4pp |
| Employer contribution / active EE | $2,320 | $5,317-56.4% | $4,676-50.4% | $4,663-50.3% |
| Participant deferral / active EE | $4,252 | $6,466-34.2% | $5,629-24.5% | $6,691-36.4% |
| Admin fee / account holder | $2,886 | $19,316-85.1% | $15,914-81.9% | $13,402-78.5% |