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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 | $44,448 | $148,582-70.1% | $135,942-67.3% | $139,456-68.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.06% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $4,253 | $5,245-18.9% | $4,858-12.4% | $4,753-10.5% |
| Participant deferral / active EE | $10,620 | $8,101+31.1% | $7,759+36.9% | $6,711+58.2% |
| Admin fee / account holder | $7,564 | $12,402-39.0% | $10,764-29.7% | $11,407-33.7% |