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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 | $49,356 | $183,516-73.1% | $155,534-68.3% | $145,884-66.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.67% | 61.43%-47.8pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,079 | $5,315-23.3% | $4,675-12.7% | $4,662-12.5% |
| Participant deferral / active EE | $3,273 | $6,467-49.4% | $5,630-41.9% | $6,690-51.1% |
| Admin fee / account holder | $3,158 | $19,293-83.6% | $15,900-80.1% | $13,392-76.4% |