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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 | $55,432 | $110,337-49.8% | $102,383-45.9% | $145,877-62.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 37.37% | 24.83%+12.5pp | 24.94%+12.4pp | 551.28%-513.9pp |
| Employer contribution / active EE | $3,864 | $4,216-8.3% | $3,870-0.2% | $4,663-17.1% |
| Participant deferral / active EE | $8,144 | $5,621+44.9% | $5,060+61.0% | $6,691+21.7% |
| Admin fee / account holder | $15,542 | $9,750+59.4% | $8,391+85.2% | $13,402+16.0% |