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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 | $47,375 | $175,259-73.0% | $149,723-68.4% | $139,487-66.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 26.22% | 166.82%-140.6pp | 134.50%-108.3pp | 373.84%-347.6pp |
| Employer contribution / active EE | $6,186 | $5,478+12.9% | $4,821+28.3% | $4,755+30.1% |
| Participant deferral / active EE | $3,744 | $6,522-42.6% | $5,682-34.1% | $6,713-44.2% |
| Admin fee / account holder | $475 | $16,158-97.1% | $13,215-96.4% | $11,407-95.8% |