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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 | $58,128 | $148,629-60.9% | $135,982-57.3% | $139,487-58.3% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 14.65% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,298 | $5,247-75.3% | $4,859-73.3% | $4,755-72.7% |
| Participant deferral / active EE | $6,181 | $8,102-23.7% | $7,760-20.3% | $6,713-7.9% |
| Admin fee / account holder | $11,749 | $12,406-5.3% | $10,767+9.1% | $11,407+3.0% |