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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 | $36,575 | $183,592-80.1% | $155,574-76.5% | $145,877-74.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.47% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,896 | $5,317-45.5% | $4,676-38.1% | $4,663-37.9% |
| Participant deferral / active EE | $8,453 | $6,466+30.7% | $5,629+50.2% | $6,691+26.3% |
| Admin fee / account holder | $14,568 | $19,316-24.6% | $15,914-8.5% | $13,402+8.7% |