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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 | $59,283 | $148,623-60.1% | $135,974-56.4% | $139,466-57.5% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 16.79% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,580 | $5,246-50.8% | $4,859-46.9% | $4,754-45.7% |
| Participant deferral / active EE | $5,320 | $8,103-34.3% | $7,760-31.4% | $6,712-20.7% |
| Admin fee / account holder | $1,323 | $12,406-89.3% | $10,767-87.7% | $11,409-88.4% |