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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 | $51,802 | $148,629-65.1% | $135,982-61.9% | $139,487-62.9% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.57% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $9,265 | $5,247+76.6% | $4,859+90.7% | $4,755+94.9% |
| Participant deferral / active EE | $7,744 | $8,102-4.4% | $7,760-0.2% | $6,713+15.4% |
| Admin fee / account holder | $1,021 | $12,406-91.8% | $10,767-90.5% | $11,407-91.1% |