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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 | $59,528 | $183,539-67.6% | $155,556-61.7% | $145,897-59.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.91% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $4,326 | $5,315-18.6% | $4,675-7.5% | $4,663-7.2% |
| Participant deferral / active EE | $4,570 | $6,467-29.3% | $5,631-18.8% | $6,689-31.7% |
| Admin fee / account holder | $877 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |