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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 | $85,689 | $148,623-42.3% | $135,974-37.0% | $139,466-38.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.94% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $11,937 | $5,246+127.5% | $4,859+145.7% | $4,754+151.1% |
| Participant deferral / active EE | $12,126 | $8,103+49.7% | $7,760+56.3% | $6,712+80.7% |
| Admin fee / account holder | $1,413 | $12,406-88.6% | $10,767-86.9% | $11,409-87.6% |