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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 | $50,821 | $196,972-74.2% | $182,262-72.1% | $198,609-74.4% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 18.10% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $8,397 | $5,364+56.6% | $5,046+66.4% | $5,055+66.1% |
| Participant deferral / active EE | $3,989 | $8,643-53.8% | $8,276-51.8% | $6,977-42.8% |
| Admin fee / account holder | $494 | $18,429-97.3% | $16,712-97.0% | $19,030-97.4% |