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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 | $64,565 | $198,457-67.5% | $170,435-62.1% | $147,586-56.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.28% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,643 | $6,183-57.3% | $5,432-51.3% | $4,876-45.8% |
| Participant deferral / active EE | $8,665 | $5,629+53.9% | $4,939+75.4% | $5,439+59.3% |
| Admin fee / account holder | $1,363 | $16,852-91.9% | $13,881-90.2% | $10,886-87.5% |