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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 | $51,907 | $183,516-71.7% | $155,534-66.6% | $145,884-64.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.39% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,536 | $5,315-52.3% | $4,675-45.7% | $4,662-45.6% |
| Participant deferral / active EE | $8,150 | $6,467+26.0% | $5,630+44.8% | $6,690+21.8% |
| Admin fee / account holder | $15,450 | $19,293-19.9% | $15,900-2.8% | $13,392+15.4% |