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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 | $52,939 | $162,136-67.3% | $152,301-65.2% | $154,746-65.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 32.02% | 91.02%-59.0pp | 80.50%-48.5pp | 172.34%-140.3pp |
| Employer contribution / active EE | $2,603 | $4,890-46.8% | $4,624-43.7% | $4,379-40.6% |
| Participant deferral / active EE | $2,795 | $8,341-66.5% | $8,004-65.1% | $6,730-58.5% |
| Admin fee / account holder | $58,751 | $15,759+272.8% | $14,398+308.1% | $14,365+309.0% |