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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 | $48,031 | $209,425-77.1% | $178,499-73.1% | $158,966-69.8% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 16.12% | 188.80%-172.7pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,213 | $5,707-61.2% | $5,011-55.8% | $4,762-53.5% |
| Participant deferral / active EE | $5,877 | $5,955-1.3% | $5,202+13.0% | $5,983-1.8% |
| Admin fee / account holder | $526 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |