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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 | $49,694 | $183,627-72.9% | $155,602-68.1% | $145,978-66.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.70% | 61.32%-50.6pp | 64.81%-54.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $11,315 | $5,316+112.8% | $4,675+142.0% | $4,662+142.7% |
| Participant deferral / active EE | $5,230 | $6,466-19.1% | $5,629-7.1% | $6,690-21.8% |
| Admin fee / account holder | $9,407 | $19,327-51.3% | $15,923-40.9% | $13,400-29.8% |