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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 | $63,932 | $159,934-60.0% | $147,005-56.5% | $145,959-56.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,227 | $5,287-76.8% | $4,934-75.1% | $4,661-73.7% |
| Participant deferral / active EE | $8,845 | $8,427+5.0% | $8,070+9.6% | $6,689+32.2% |
| Admin fee / account holder | $21,344 | $15,053+41.8% | $13,006+64.1% | $13,398+59.3% |