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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 | $38,433 | $148,582-74.1% | $135,942-71.7% | $139,456-72.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 23.44% | 79.26%-55.8pp | 68.28%-44.8pp | 373.45%-350.0pp |
| Employer contribution / active EE | $5,865 | $5,245+11.8% | $4,858+20.7% | $4,753+23.4% |
| Participant deferral / active EE | $12,800 | $8,101+58.0% | $7,759+65.0% | $6,711+90.7% |
| Admin fee / account holder | $6,018 | $12,402-51.5% | $10,764-44.1% | $11,407-47.2% |