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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 | $51,071 | $183,539-72.2% | $155,556-67.2% | $145,897-65.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 46.06% | 61.31%-15.2pp | 64.84%-18.8pp | 552.29%-506.2pp |
| Employer contribution / active EE | $1,730 | $5,315-67.4% | $4,675-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $5,887 | $6,467-9.0% | $5,631+4.5% | $6,689-12.0% |
| Admin fee / account holder | $356 | $19,275-98.2% | $15,885-97.8% | $13,390-97.3% |