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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 | $166,131-70.5% | $164,975-70.3% | $145,877-66.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 13.39% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $7,416 | $5,276+40.6% | $4,343+70.8% | $4,663+59.0% |
| Participant deferral / active EE | $4,811 | $6,962-30.9% | $6,033-20.3% | $6,691-28.1% |
| Admin fee / account holder | $3,512 | $16,648-78.9% | $12,688-72.3% | $13,402-73.8% |