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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 | $51,199 | $227,291-77.5% | $214,702-76.2% | $155,188-67.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 87.5%+4.8pp | 80.8%+11.5pp |
| Annual return | 20.80% | 60.08%-39.3pp | 54.55%-33.8pp | 148.84%-128.0pp |
| Employer contribution / active EE | $5,132 | $6,772-24.2% | $6,461-20.6% | $4,248+20.8% |
| Participant deferral / active EE | $9,541 | $9,582-0.4% | $9,147+4.3% | $6,531+46.1% |
| Admin fee / account holder | $1,373 | $20,413-93.3% | $19,830-93.1% | $14,480-90.5% |