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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 | $42,865 | $175,259-75.5% | $149,723-71.4% | $139,487-69.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 13.15% | 166.82%-153.7pp | 134.50%-121.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $4,553 | $5,478-16.9% | $4,821-5.6% | $4,755-4.2% |
| Participant deferral / active EE | $9,986 | $6,522+53.1% | $5,682+75.7% | $6,713+48.8% |
| Admin fee / account holder | $417 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |