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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 | $60,526 | $217,432-72.2% | $185,849-67.4% | $167,536-63.9% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 18.49% | 148.42%-129.9pp | 122.10%-103.6pp | 478.82%-460.3pp |
| Employer contribution / active EE | $8,859 | $5,875+50.8% | $5,169+71.4% | $4,839+83.1% |
| Participant deferral / active EE | $6,601 | $6,357+3.8% | $5,569+18.5% | $6,342+4.1% |
| Admin fee / account holder | $2,918 | $19,818-85.3% | $16,244-82.0% | $12,315-76.3% |