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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 | $57,234 | $166,242-65.6% | $165,071-65.3% | $145,884-60.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 8.74% | 100.44%-91.7pp | 70.17%-61.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,807 | $5,283-46.9% | $4,347-35.4% | $4,662-39.8% |
| Participant deferral / active EE | $7,265 | $6,964+4.3% | $6,035+20.4% | $6,690+8.6% |
| Admin fee / account holder | $12,065 | $16,658-27.6% | $12,695-5.0% | $13,392-9.9% |