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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 | $30,077 | $183,592-83.6% | $155,574-80.7% | $145,877-79.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,898 | $5,317-45.5% | $4,676-38.0% | $4,663-37.9% |
| Participant deferral / active EE | $10,421 | $6,466+61.2% | $5,629+85.1% | $6,691+55.8% |
| Admin fee / account holder | $1,637 | $19,316-91.5% | $15,914-89.7% | $13,402-87.8% |