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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 | $48,902 | $148,623-67.1% | $135,974-64.0% | $139,466-64.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 21.02% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $3,218 | $5,246-38.7% | $4,859-33.8% | $4,754-32.3% |
| Participant deferral / active EE | $9,127 | $8,103+12.6% | $7,760+17.6% | $6,712+36.0% |
| Admin fee / account holder | $1,177 | $12,406-90.5% | $10,767-89.1% | $11,409-89.7% |