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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 | $46,552 | $183,516-74.6% | $155,534-70.1% | $145,884-68.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 23.23% | 61.43%-38.2pp | 64.92%-41.7pp | 551.85%-528.6pp |
| Employer contribution / active EE | $3,098 | $5,315-41.7% | $4,675-33.7% | $4,662-33.6% |
| Participant deferral / active EE | $7,713 | $6,467+19.3% | $5,630+37.0% | $6,690+15.3% |
| Admin fee / account holder | $1,596 | $19,293-91.7% | $15,900-90.0% | $13,392-88.1% |