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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 | $67,920 | $183,516-63.0% | $155,534-56.3% | $145,884-53.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.80% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $5,474 | $5,315+3.0% | $4,675+17.1% | $4,662+17.4% |
| Participant deferral / active EE | $11,296 | $6,467+74.7% | $5,630+100.6% | $6,690+68.9% |
| Admin fee / account holder | $771 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |