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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 | $54,278 | $227,291-76.1% | $214,702-74.7% | $155,188-65.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 27.64% | 60.08%-32.4pp | 54.55%-26.9pp | 148.84%-121.2pp |
| Employer contribution / active EE | $8,769 | $6,772+29.5% | $6,461+35.7% | $4,248+106.4% |
| Participant deferral / active EE | $15,623 | $9,582+63.0% | $9,147+70.8% | $6,531+139.2% |
| Admin fee / account holder | $10,083 | $20,413-50.6% | $19,830-49.2% | $14,480-30.4% |