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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 | $61,952 | $181,062-65.8% | $158,223-60.8% | $155,188-60.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 13.26% | 57.39%-44.1pp | 52.09%-38.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,106 | $4,565-53.9% | $4,109-48.8% | $4,248-50.4% |
| Participant deferral / active EE | $7,659 | $6,134+24.9% | $5,467+40.1% | $6,531+17.3% |
| Admin fee / account holder | $40,392 | $18,825+114.6% | $16,047+151.7% | $14,480+179.0% |