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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 | $50,550 | $171,492-70.5% | $150,734-66.5% | $198,609-74.5% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 13.14% | 804.70%-791.6pp | 600.81%-587.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $3,475 | $5,470-36.5% | $4,918-29.3% | $5,055-31.3% |
| Participant deferral / active EE | $6,333 | $6,259+1.2% | $5,610+12.9% | $6,977-9.2% |
| Admin fee / account holder | $2,014 | $17,628-88.6% | $14,905-86.5% | $19,030-89.4% |