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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 | $60,628 | $121,701-50.2% | $104,639-42.1% | $158,982-61.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 14.85% | 465.72%-450.9pp | 340.67%-325.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,396 | $3,165+38.9% | $2,682+63.9% | $4,763-7.7% |
| Participant deferral / active EE | $6,075 | $4,176+45.5% | $3,738+62.5% | $5,983+1.5% |
| Admin fee / account holder | $471 | $7,778-93.9% | $6,465-92.7% | $11,252-95.8% |