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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 | $51,148 | $152,612-66.5% | $125,192-59.1% | $152,897-66.5% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.5%+3.9pp |
| Annual return | 19.49% | 54.85%-35.4pp | 43.79%-24.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,729 | $4,947-65.0% | $3,866-55.3% | $4,764-63.7% |
| Participant deferral / active EE | $7,281 | $5,868+24.1% | $4,937+47.5% | $5,851+24.4% |
| Admin fee / account holder | $13,702 | $13,437+2.0% | $9,704+41.2% | $11,599+18.1% |