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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 | $162,136-63.5% | $152,301-61.1% | $154,746-61.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 51.14% | 91.02%-39.9pp | 80.50%-29.4pp | 172.34%-121.2pp |
| Employer contribution / active EE | $5,835 | $4,890+19.3% | $4,624+26.2% | $4,379+33.2% |
| Participant deferral / active EE | $14,214 | $8,341+70.4% | $8,004+77.6% | $6,730+111.2% |
| Admin fee / account holder | $5,719 | $15,759-63.7% | $14,398-60.3% | $14,365-60.2% |