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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 | $55,847 | $152,460-63.4% | $118,746-53.0% | $147,585-62.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 21.51% | 17.41%+4.1pp | 24.54%-3.0pp | 578.58%-557.1pp |
| Employer contribution / active EE | $3,775 | $5,046-25.2% | $4,193-10.0% | $4,876-22.6% |
| Participant deferral / active EE | $12,750 | $6,212+105.2% | $5,332+139.1% | $5,439+134.4% |
| Admin fee / account holder | $9,699 | $16,953-42.8% | $10,720-9.5% | $10,886-10.9% |