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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 | $57,312 | $111,535-48.6% | $105,223-45.5% | $137,256-58.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 16.32% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,009 | $3,939+103.3% | $3,689+117.1% | $4,156+92.7% |
| Participant deferral / active EE | $2,481 | $5,500-54.9% | $5,072-51.1% | $6,407-61.3% |
| Admin fee / account holder | $693 | $9,721-92.9% | $8,859-92.2% | $12,270-94.3% |