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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 | $112,658 | $217,432-48.2% | $185,851-39.4% | $167,553-32.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 25.04% | 148.43%-123.4pp | 122.11%-97.1pp | 478.89%-453.9pp |
| Employer contribution / active EE | $7,505 | $5,874+27.7% | $5,168+45.2% | $4,840+55.1% |
| Participant deferral / active EE | $3,131 | $6,357-50.7% | $5,569-43.8% | $6,343-50.6% |
| Admin fee / account holder | $687 | $19,820-96.5% | $16,245-95.8% | $12,316-94.4% |