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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 | $66,109 | $148,582-55.5% | $135,942-51.4% | $139,456-52.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 30.40% | 79.26%-48.9pp | 68.28%-37.9pp | 373.45%-343.1pp |
| Employer contribution / active EE | $4,983 | $5,245-5.0% | $4,858+2.6% | $4,753+4.8% |
| Participant deferral / active EE | $13,229 | $8,101+63.3% | $7,759+70.5% | $6,711+97.1% |
| Admin fee / account holder | $3,071 | $12,402-75.2% | $10,764-71.5% | $11,407-73.1% |