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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 | $48,487 | $134,817-64.0% | $123,973-60.9% | $155,188-68.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 17.83% | 515.49%-497.7pp | 388.13%-370.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,335 | $4,425-69.8% | $4,126-67.6% | $4,248-68.6% |
| Participant deferral / active EE | $6,379 | $5,706+11.8% | $5,247+21.6% | $6,531-2.3% |
| Admin fee / account holder | $2,243 | $13,245-83.1% | $11,799-81.0% | $14,480-84.5% |