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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 | $50,071 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 24.69% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $6,770 | $4,890+38.4% | $4,624+46.4% | $4,379+54.6% |
| Participant deferral / active EE | $17,429 | $8,341+109.0% | $8,004+117.8% | $6,730+159.0% |
| Admin fee / account holder | $22,544 | $15,759+43.0% | $14,398+56.6% | $14,365+56.9% |