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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 | $51,256 | $148,623-65.5% | $135,974-62.3% | $139,466-63.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 66.21% | 79.30%-13.1pp | 68.30%-2.1pp | 373.66%-307.5pp |
| Employer contribution / active EE | $6,905 | $5,246+31.6% | $4,859+42.1% | $4,754+45.2% |
| Participant deferral / active EE | $13,185 | $8,103+62.7% | $7,760+69.9% | $6,712+96.4% |
| Admin fee / account holder | $3,018 | $12,406-75.7% | $10,767-72.0% | $11,409-73.5% |