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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 | $50,946 | $183,516-72.2% | $155,534-67.2% | $145,884-65.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.87% | 61.43%-48.6pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $9,447 | $5,315+77.8% | $4,675+102.1% | $4,662+102.6% |
| Participant deferral / active EE | $5,295 | $6,467-18.1% | $5,630-6.0% | $6,690-20.8% |
| Admin fee / account holder | $661 | $19,293-96.6% | $15,900-95.8% | $13,392-95.1% |