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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 | $56,947 | $183,516-69.0% | $155,534-63.4% | $145,884-61.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $12,691 | $5,315+138.8% | $4,675+171.5% | $4,662+172.2% |
| Participant deferral / active EE | $10,621 | $6,467+64.2% | $5,630+88.6% | $6,690+58.8% |
| Admin fee / account holder | $7,138 | $19,293-63.0% | $15,900-55.1% | $13,392-46.7% |