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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 | $148,623-70.1% | $135,974-67.3% | $139,466-68.1% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.06% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $4,253 | $5,246-18.9% | $4,859-12.5% | $4,754-10.5% |
| Participant deferral / active EE | $10,620 | $8,103+31.1% | $7,760+36.9% | $6,712+58.2% |
| Admin fee / account holder | $7,564 | $12,406-39.0% | $10,767-29.7% | $11,409-33.7% |