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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 | $87,463 | $138,075-36.7% | $123,552-29.2% | $135,379-35.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 25.52% | 153.70%-128.2pp | 119.20%-93.7pp | 519.79%-494.3pp |
| Employer contribution / active EE | $4,787 | $5,152-7.1% | $4,628+3.4% | $4,779+0.2% |
| Participant deferral / active EE | $15,333 | $6,800+125.5% | $6,426+138.6% | $5,609+173.4% |
| Admin fee / account holder | $2,312 | $10,917-78.8% | $9,285-75.1% | $10,828-78.6% |