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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 | $49,312 | $166,242-70.3% | $165,071-70.1% | $145,884-66.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.78% | 100.44%-87.7pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,395 | $5,283+58.9% | $4,347+93.1% | $4,662+80.1% |
| Participant deferral / active EE | $4,767 | $6,964-31.6% | $6,035-21.0% | $6,690-28.7% |
| Admin fee / account holder | $605 | $16,658-96.4% | $12,695-95.2% | $13,392-95.5% |