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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 | $56,891 | $183,539-69.0% | $155,556-63.4% | $145,897-61.0% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 10.57% | 61.31%-50.7pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,037 | $5,315-80.5% | $4,675-77.8% | $4,663-77.8% |
| Participant deferral / active EE | $3,434 | $6,467-46.9% | $5,631-39.0% | $6,689-48.7% |
| Admin fee / account holder | $2,537 | $19,275-86.8% | $15,885-84.0% | $13,390-81.1% |