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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 | $50,279 | $93,598-46.3% | $135,974-63.0% | $75,173-33.1% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 54.47% | 30.89%+23.6pp | 68.30%-13.8pp | 160.72%-106.3pp |
| Employer contribution / active EE | $3,567 | $3,538+0.8% | $4,859-26.6% | $2,671+33.6% |
| Participant deferral / active EE | $12,651 | $6,405+97.5% | $7,760+63.0% | $4,126+206.6% |
| Admin fee / account holder | $3,165 | $6,978-54.6% | $10,767-70.6% | $5,651-44.0% |