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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 | $45,972 | $148,623-69.1% | $135,974-66.2% | $139,466-67.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 16.52% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,201 | $5,246-39.0% | $4,859-34.1% | $4,754-32.7% |
| Participant deferral / active EE | $8,005 | $8,103-1.2% | $7,760+3.2% | $6,712+19.3% |
| Admin fee / account holder | $28,995 | $12,406+133.7% | $10,767+169.3% | $11,409+154.2% |