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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 | $63,964 | $198,461-67.8% | $170,436-62.5% | $147,585-56.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 20.13% | 257.30%-237.2pp | 205.94%-185.8pp | 578.57%-558.4pp |
| Employer contribution / active EE | $2,660 | $6,184-57.0% | $5,433-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $6,186 | $5,629+9.9% | $4,939+25.2% | $5,439+13.7% |
| Admin fee / account holder | $1,598 | $16,852-90.5% | $13,880-88.5% | $10,885-85.3% |