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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 | $65,566 | $171,867-61.9% | $149,721-56.2% | $147,586-55.6% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 23.67% | 2113.36%-2089.7pp | 1501.67%-1478.0pp | 578.59%-554.9pp |
| Employer contribution / active EE | $2,953 | $6,275-52.9% | $5,444-45.8% | $4,876-39.4% |
| Participant deferral / active EE | $8,097 | $7,270+11.4% | $6,568+23.3% | $5,439+48.9% |
| Admin fee / account holder | $1,438 | $13,799-89.6% | $11,282-87.3% | $10,886-86.8% |