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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 | $28,820 | $148,623-80.6% | $135,974-78.8% | $139,466-79.3% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 12.96% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $5,286 | $5,246+0.8% | $4,859+8.8% | $4,754+11.2% |
| Participant deferral / active EE | $3,216 | $8,103-60.3% | $7,760-58.6% | $6,712-52.1% |
| Admin fee / account holder | $11,173 | $12,406-9.9% | $10,767+3.8% | $11,409-2.1% |