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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 | $57,284 | $134,817-57.5% | $123,973-53.8% | $155,188-63.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 13.98% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $5,374 | $4,425+21.4% | $4,126+30.3% | $4,248+26.5% |
| Participant deferral / active EE | $5,650 | $5,706-1.0% | $5,247+7.7% | $6,531-13.5% |
| Admin fee / account holder | $10,373 | $13,245-21.7% | $11,799-12.1% | $14,480-28.4% |