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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 | $156,398-62.1% | $147,318-59.8% | $138,895-57.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 51.14% | 78.75%-27.6pp | 70.43%-19.3pp | 145.39%-94.3pp |
| Employer contribution / active EE | $5,835 | $4,853+20.2% | $4,593+27.0% | $4,194+39.1% |
| Participant deferral / active EE | $14,214 | $8,237+72.6% | $7,906+79.8% | $6,396+122.2% |
| Admin fee / account holder | $5,719 | $14,976-61.8% | $13,708-58.3% | $12,562-54.5% |