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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 | $53,554 | $202,440-73.5% | $169,390-68.4% | $139,466-61.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 15.56% | 532.36%-516.8pp | 406.07%-390.5pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,463 | $4,693-47.5% | $4,013-38.6% | $4,754-48.2% |
| Participant deferral / active EE | $4,919 | $6,940-29.1% | $6,222-20.9% | $6,712-26.7% |
| Admin fee / account holder | $5,892 | $10,722-45.0% | $9,015-34.6% | $11,409-48.4% |