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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 | $56,134 | $129,737-56.7% | $119,126-52.9% | $154,746-63.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.18% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,836 | $4,375-58.0% | $4,034-54.5% | $4,379-58.1% |
| Participant deferral / active EE | $6,748 | $5,842+15.5% | $5,318+26.9% | $6,730+0.3% |
| Admin fee / account holder | $1,046 | $11,961-91.3% | $10,693-90.2% | $14,365-92.7% |