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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 | $162,136-68.7% | $152,301-66.6% | $154,746-67.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 18.10% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $8,397 | $4,890+71.7% | $4,624+81.6% | $4,379+91.7% |
| Participant deferral / active EE | $3,989 | $8,341-52.2% | $8,004-50.2% | $6,730-40.7% |
| Admin fee / account holder | $494 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |