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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 | $51,619 | $148,582-65.3% | $135,942-62.0% | $139,456-63.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.86% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $11,569 | $5,245+120.6% | $4,858+138.2% | $4,753+143.4% |
| Participant deferral / active EE | $8,292 | $8,101+2.4% | $7,759+6.9% | $6,711+23.6% |
| Admin fee / account holder | $23,742 | $12,402+91.4% | $10,764+120.6% | $11,407+108.1% |