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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 | $56,807 | $228,395-75.1% | $185,861-69.4% | $158,982-64.3% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 21.14% | 40.82%-19.7pp | 35.96%-14.8pp | 302.99%-281.9pp |
| Employer contribution / active EE | $10,223 | $4,968+105.8% | $4,088+150.1% | $4,763+114.6% |
| Participant deferral / active EE | $3,546 | $6,417-44.7% | $5,634-37.1% | $5,983-40.7% |
| Admin fee / account holder | $302 | $11,869-97.5% | $9,503-96.8% | $11,252-97.3% |