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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 | $48,822 | $217,432-77.5% | $185,851-73.7% | $167,553-70.9% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.21% | 148.43%-133.2pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $4,156 | $5,874-29.2% | $5,168-19.6% | $4,840-14.1% |
| Participant deferral / active EE | $4,868 | $6,357-23.4% | $5,569-12.6% | $6,343-23.3% |
| Admin fee / account holder | $5,540 | $19,820-72.0% | $16,245-65.9% | $12,316-55.0% |