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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 | $56,817 | $183,516-69.0% | $155,534-63.5% | $145,884-61.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.22% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,041 | $5,315-80.4% | $4,675-77.7% | $4,662-77.7% |
| Participant deferral / active EE | $7,103 | $6,467+9.8% | $5,630+26.2% | $6,690+6.2% |
| Admin fee / account holder | $1,110 | $19,293-94.2% | $15,900-93.0% | $13,392-91.7% |