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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 | $183,539-73.3% | $155,556-68.5% | $145,897-66.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 15.29% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,570 | $5,315-70.5% | $4,675-66.4% | $4,663-66.3% |
| Participant deferral / active EE | $2,810 | $6,467-56.5% | $5,631-50.1% | $6,689-58.0% |
| Admin fee / account holder | $3,934 | $19,275-79.6% | $15,885-75.2% | $13,390-70.6% |