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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 | $62,827 | $148,629-57.7% | $135,982-53.8% | $139,487-55.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 53.64% | 79.33%-25.7pp | 68.32%-14.7pp | 373.84%-320.2pp |
| Employer contribution / active EE | $7,831 | $5,247+49.3% | $4,859+61.2% | $4,755+64.7% |
| Participant deferral / active EE | $19,503 | $8,102+140.7% | $7,760+151.3% | $6,713+190.5% |
| Admin fee / account holder | $322 | $12,406-97.4% | $10,767-97.0% | $11,407-97.2% |