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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 | $46,467 | $197,637-76.5% | $177,848-73.9% | $158,982-70.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 30.21% | 58.77%-28.6pp | 48.33%-18.1pp | 302.99%-272.8pp |
| Employer contribution / active EE | $1,919 | $6,698-71.3% | $5,919-67.6% | $4,763-59.7% |
| Participant deferral / active EE | $12,196 | $8,405+45.1% | $7,714+58.1% | $5,983+103.8% |
| Admin fee / account holder | $11,605 | $15,406-24.7% | $12,431-6.6% | $11,252+3.1% |