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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 | $51,660 | $183,592-71.9% | $155,574-66.8% | $145,877-64.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.56% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $5,763 | $5,317+8.4% | $4,676+23.3% | $4,663+23.6% |
| Participant deferral / active EE | $10,113 | $6,466+56.4% | $5,629+79.6% | $6,691+51.2% |
| Admin fee / account holder | $16,819 | $19,316-12.9% | $15,914+5.7% | $13,402+25.5% |