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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 | $17,662 | $183,516-90.4% | $155,534-88.6% | $145,884-87.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 78.48% | 61.43%+17.1pp | 64.92%+13.6pp | 551.85%-473.4pp |
| Employer contribution / active EE | $5,242 | $5,315-1.4% | $4,675+12.1% | $4,662+12.4% |
| Participant deferral / active EE | $5,627 | $6,467-13.0% | $5,630-0.1% | $6,690-15.9% |
| Admin fee / account holder | $5,717 | $19,293-70.4% | $15,900-64.0% | $13,392-57.3% |