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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 | $62,502 | $185,856-66.4% | $170,028-63.2% | $139,456-55.2% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.1pp |
| Annual return | 13.84% | 60.52%-46.7pp | 53.39%-39.6pp | 373.45%-359.6pp |
| Employer contribution / active EE | $5,337 | $7,593-29.7% | $6,788-21.4% | $4,753+12.3% |
| Participant deferral / active EE | $3,643 | $11,623-68.7% | $10,409-65.0% | $6,711-45.7% |
| Admin fee / account holder | $590 | $15,387-96.2% | $12,820-95.4% | $11,407-94.8% |