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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 | $54,451 | $198,457-72.6% | $170,435-68.1% | $147,586-63.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 21.80% | 257.30%-235.5pp | 205.94%-184.1pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,793 | $6,183-71.0% | $5,432-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $8,458 | $5,629+50.2% | $4,939+71.2% | $5,439+55.5% |
| Admin fee / account holder | $2,856 | $16,852-83.1% | $13,881-79.4% | $10,886-73.8% |