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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 | $45,349 | $176,120-74.3% | $159,487-71.6% | $167,553-72.9% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.43% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,545 | $5,299-14.2% | $4,831-5.9% | $4,840-6.1% |
| Participant deferral / active EE | $10,200 | $7,752+31.6% | $7,354+38.7% | $6,343+60.8% |
| Admin fee / account holder | $321 | $12,561-97.4% | $10,804-97.0% | $12,316-97.4% |