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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 | $55,395 | $208,088-73.4% | $186,193-70.2% | $154,746-64.2% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 18.70% | 89.97%-71.3pp | 78.03%-59.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,726 | $4,340-14.2% | $3,918-4.9% | $4,379-14.9% |
| Participant deferral / active EE | $9,623 | $7,078+36.0% | $6,513+47.7% | $6,730+43.0% |
| Admin fee / account holder | $2,615 | $11,698-77.6% | $11,058-76.3% | $14,365-81.8% |