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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 | $47,558 | $198,461-76.0% | $170,436-72.1% | $147,585-67.8% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 17.47% | 257.30%-239.8pp | 205.94%-188.5pp | 578.57%-561.1pp |
| Employer contribution / active EE | $2,147 | $6,184-65.3% | $5,433-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $5,040 | $5,629-10.5% | $4,939+2.0% | $5,439-7.3% |
| Admin fee / account holder | $2,823 | $16,852-83.2% | $13,880-79.7% | $10,885-74.1% |