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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 | $48,951 | $166,268-70.6% | $165,100-70.4% | $145,897-66.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 13.39% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $7,416 | $5,284+40.4% | $4,348+70.6% | $4,663+59.1% |
| Participant deferral / active EE | $4,811 | $6,964-30.9% | $6,035-20.3% | $6,689-28.1% |
| Admin fee / account holder | $3,512 | $16,659-78.9% | $12,696-72.3% | $13,390-73.8% |