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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 | $62,565 | $217,432-71.2% | $185,851-66.3% | $167,553-62.7% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 13.96% | 148.43%-134.5pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $3,046 | $5,874-48.1% | $5,168-41.1% | $4,840-37.1% |
| Participant deferral / active EE | $7,169 | $6,357+12.8% | $5,569+28.7% | $6,343+13.0% |
| Admin fee / account holder | $338 | $19,820-98.3% | $16,245-97.9% | $12,316-97.3% |