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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 | $64,528 | $185,905-65.3% | $170,057-62.1% | $139,487-53.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 14.48% | 60.56%-46.1pp | 53.42%-38.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $14,347 | $7,597+88.8% | $6,790+111.3% | $4,755+201.7% |
| Participant deferral / active EE | $12,574 | $11,627+8.1% | $10,411+20.8% | $6,713+87.3% |
| Admin fee / account holder | $4,979 | $15,397-67.7% | $12,826-61.2% | $11,407-56.4% |