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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% | $155,567-66.8% | $145,959-64.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.56% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $5,763 | $5,315+8.4% | $4,674+23.3% | $4,661+23.7% |
| Participant deferral / active EE | $10,113 | $6,464+56.4% | $5,628+79.7% | $6,689+51.2% |
| Admin fee / account holder | $16,819 | $19,318-12.9% | $15,916+5.7% | $13,398+25.5% |