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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 | $68,153 | $183,516-62.9% | $155,534-56.2% | $145,884-53.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.14% | 61.43%-42.3pp | 64.92%-45.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $6,053 | $5,315+13.9% | $4,675+29.5% | $4,662+29.8% |
| Participant deferral / active EE | $4,228 | $6,467-34.6% | $5,630-24.9% | $6,690-36.8% |
| Admin fee / account holder | $904 | $19,293-95.3% | $15,900-94.3% | $13,392-93.3% |