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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 | $183,592-69.0% | $155,574-63.4% | $145,877-61.0% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 10.57% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,037 | $5,317-80.5% | $4,676-77.8% | $4,663-77.8% |
| Participant deferral / active EE | $3,434 | $6,466-46.9% | $5,629-39.0% | $6,691-48.7% |
| Admin fee / account holder | $2,537 | $19,316-86.9% | $15,914-84.1% | $13,402-81.1% |