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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 | $65,817 | $183,592-64.2% | $155,567-57.7% | $145,959-54.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.69% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.3pp |
| Employer contribution / active EE | $8,179 | $5,315+53.9% | $4,674+75.0% | $4,661+75.5% |
| Participant deferral / active EE | $5,351 | $6,464-17.2% | $5,628-4.9% | $6,689-20.0% |
| Admin fee / account holder | $2,761 | $19,318-85.7% | $15,916-82.7% | $13,398-79.4% |