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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 | $51,959 | $148,582-65.0% | $135,942-61.8% | $139,456-62.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 14.49% | 79.26%-64.8pp | 68.28%-53.8pp | 373.45%-359.0pp |
| Employer contribution / active EE | $6,048 | $5,245+15.3% | $4,858+24.5% | $4,753+27.3% |
| Participant deferral / active EE | $4,590 | $8,101-43.3% | $7,759-40.8% | $6,711-31.6% |
| Admin fee / account holder | $17,023 | $12,402+37.3% | $10,764+58.1% | $11,407+49.2% |