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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 | $62,813 | $198,457-68.3% | $170,435-63.1% | $147,586-57.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 20.12% | 257.30%-237.2pp | 205.94%-185.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $7,153 | $6,183+15.7% | $5,432+31.7% | $4,876+46.7% |
| Participant deferral / active EE | $3,583 | $5,629-36.4% | $4,939-27.5% | $5,439-34.1% |
| Admin fee / account holder | $533 | $16,852-96.8% | $13,881-96.2% | $10,886-95.1% |