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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 | $59,233 | $154,228-61.6% | $145,433-59.3% | $137,256-56.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 51.14% | 74.59%-23.4pp | 66.58%-15.4pp | 220.34%-169.2pp |
| Employer contribution / active EE | $5,835 | $4,804+21.5% | $4,554+28.1% | $4,156+40.4% |
| Participant deferral / active EE | $14,214 | $8,216+73.0% | $7,897+80.0% | $6,407+121.9% |
| Admin fee / account holder | $5,719 | $14,344-60.1% | $13,129-56.4% | $12,270-53.4% |