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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 | $48,998 | $183,592-73.3% | $155,574-68.5% | $145,877-66.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.29% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,570 | $5,317-70.5% | $4,676-66.4% | $4,663-66.3% |
| Participant deferral / active EE | $2,810 | $6,466-56.5% | $5,629-50.1% | $6,691-58.0% |
| Admin fee / account holder | $3,934 | $19,316-79.6% | $15,914-75.3% | $13,402-70.6% |