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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 | $196,972-69.9% | $182,262-67.5% | $198,609-70.2% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 51.14% | 158.27%-107.1pp | 140.60%-89.5pp | 202.70%-151.6pp |
| Employer contribution / active EE | $5,835 | $5,364+8.8% | $5,046+15.6% | $5,055+15.4% |
| Participant deferral / active EE | $14,214 | $8,643+64.5% | $8,276+71.7% | $6,977+103.7% |
| Admin fee / account holder | $5,719 | $18,429-69.0% | $16,712-65.8% | $19,030-69.9% |