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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 | $49,657 | $148,623-66.6% | $135,974-63.5% | $139,466-64.4% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 45.16% | 79.30%-34.1pp | 68.30%-23.1pp | 373.66%-328.5pp |
| Employer contribution / active EE | $1,669 | $5,246-68.2% | $4,859-65.7% | $4,754-64.9% |
| Participant deferral / active EE | $5,336 | $8,103-34.1% | $7,760-31.2% | $6,712-20.5% |
| Admin fee / account holder | $1,497 | $12,406-87.9% | $10,767-86.1% | $11,409-86.9% |