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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 | $47,120 | $148,623-68.3% | $135,974-65.3% | $139,466-66.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.72% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $5,773 | $5,246+10.0% | $4,859+18.8% | $4,754+21.4% |
| Participant deferral / active EE | $7,451 | $8,103-8.0% | $7,760-4.0% | $6,712+11.0% |
| Admin fee / account holder | $868 | $12,406-93.0% | $10,767-91.9% | $11,409-92.4% |