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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 | $85,477 | $202,440-57.8% | $169,390-49.5% | $139,466-38.7% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 18.83% | 532.36%-513.5pp | 406.07%-387.2pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,562 | $4,693-45.4% | $4,013-36.2% | $4,754-46.1% |
| Participant deferral / active EE | $13,947 | $6,940+101.0% | $6,222+124.1% | $6,712+107.8% |
| Admin fee / account holder | $534 | $10,722-95.0% | $9,015-94.1% | $11,409-95.3% |