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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 | $64,400 | $157,276-59.1% | $141,177-54.4% | $152,885-57.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.43% | 64.33%-40.9pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $8,113 | $5,262+54.2% | $4,736+71.3% | $4,763+70.3% |
| Participant deferral / active EE | $5,113 | $7,110-28.1% | $6,710-23.8% | $5,851-12.6% |
| Admin fee / account holder | $399 | $12,123-96.7% | $10,263-96.1% | $11,598-96.6% |