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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 | $64,166 | $165,399-61.2% | $149,745-57.1% | $158,982-59.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.58% | 348.34%-333.8pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $8,087 | $5,105+58.4% | $4,646+74.1% | $4,763+69.8% |
| Participant deferral / active EE | $5,984 | $7,183-16.7% | $6,843-12.6% | $5,9830% |
| Admin fee / account holder | $20,665 | $10,811+91.1% | $9,312+121.9% | $11,252+83.7% |