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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 | $54,492 | $198,457-72.5% | $170,435-68.0% | $147,586-63.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 9.13% | 257.30%-248.2pp | 205.94%-196.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $5,709 | $6,183-7.7% | $5,432+5.1% | $4,876+17.1% |
| Participant deferral / active EE | $5,788 | $5,629+2.8% | $4,939+17.2% | $5,439+6.4% |
| Admin fee / account holder | $1,294 | $16,852-92.3% | $13,881-90.7% | $10,886-88.1% |