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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 | $59,489 | $117,829-49.5% | $102,423-41.9% | $145,877-59.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 23.13% | 31.83%-8.7pp | 29.42%-6.3pp | 551.28%-528.2pp |
| Employer contribution / active EE | $9,414 | $3,615+160.4% | $3,023+211.4% | $4,663+101.9% |
| Participant deferral / active EE | $25,956 | $5,732+352.8% | $5,054+413.5% | $6,691+287.9% |
| Admin fee / account holder | $12,919 | $13,335-3.1% | $9,455+36.6% | $13,402-3.6% |