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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 | $82,893 | $198,457-58.2% | $170,435-51.4% | $147,586-43.8% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 22.94% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.6pp |
| Employer contribution / active EE | $5,721 | $6,183-7.5% | $5,432+5.3% | $4,876+17.3% |
| Participant deferral / active EE | $4,983 | $5,629-11.5% | $4,939+0.9% | $5,439-8.4% |
| Admin fee / account holder | $823 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |