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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 | $50,811 | $160,070-68.3% | $147,117-65.5% | $145,897-65.2% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 24.23% | 98.69%-74.5pp | 420.54%-396.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $2,160 | $5,285-59.1% | $4,932-56.2% | $4,663-53.7% |
| Participant deferral / active EE | $8,368 | $8,419-0.6% | $8,065+3.8% | $6,689+25.1% |
| Admin fee / account holder | $3,941 | $15,035-73.8% | $12,993-69.7% | $13,390-70.6% |