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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 | $109,243 | $198,457-45.0% | $170,435-35.9% | $147,586-26.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.18% | 257.30%-240.1pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,037 | $6,183-67.1% | $5,432-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $5,326 | $5,629-5.4% | $4,939+7.8% | $5,439-2.1% |
| Admin fee / account holder | $1,244 | $16,852-92.6% | $13,881-91.0% | $10,886-88.6% |