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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 | $63,266 | $183,627-65.5% | $155,602-59.3% | $145,978-56.7% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 16.68% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,467 | $5,316-72.4% | $4,675-68.6% | $4,662-68.5% |
| Participant deferral / active EE | $4,538 | $6,466-29.8% | $5,629-19.4% | $6,690-32.2% |
| Admin fee / account holder | $27,898 | $19,327+44.3% | $15,923+75.2% | $13,400+108.2% |