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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 | $52,179 | $183,592-71.6% | $155,574-66.5% | $145,877-64.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.31% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,552 | $5,317-33.2% | $4,676-24.0% | $4,663-23.8% |
| Participant deferral / active EE | $6,614 | $6,466+2.3% | $5,629+17.5% | $6,691-1.1% |
| Admin fee / account holder | $24,130 | $19,316+24.9% | $15,914+51.6% | $13,402+80.0% |