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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 | $48,772 | $148,582-67.2% | $135,942-64.1% | $139,456-65.0% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 18.09% | 79.26%-61.2pp | 68.28%-50.2pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,956 | $5,245-43.6% | $4,858-39.1% | $4,753-37.8% |
| Participant deferral / active EE | $7,144 | $8,101-11.8% | $7,759-7.9% | $6,711+6.4% |
| Admin fee / account holder | $6,121 | $12,402-50.6% | $10,764-43.1% | $11,407-46.3% |