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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 | $95,026 | $198,457-52.1% | $170,435-44.2% | $147,586-35.6% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 14.21% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,500 | $6,183-59.6% | $5,432-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $3,851 | $5,629-31.6% | $4,939-22.0% | $5,439-29.2% |
| Admin fee / account holder | $437 | $16,852-97.4% | $13,881-96.8% | $10,886-96.0% |