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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 | $54,377 | $198,457-72.6% | $170,435-68.1% | $147,586-63.2% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.71% | 257.30%-247.6pp | 205.94%-196.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,112 | $6,183-65.8% | $5,432-61.1% | $4,876-56.7% |
| Participant deferral / active EE | $6,149 | $5,629+9.2% | $4,939+24.5% | $5,439+13.1% |
| Admin fee / account holder | $2,110 | $16,852-87.5% | $13,881-84.8% | $10,886-80.6% |