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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 | $49,610 | $217,432-77.2% | $185,851-73.3% | $167,553-70.4% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.58% | 148.43%-135.9pp | 122.11%-109.5pp | 478.89%-466.3pp |
| Employer contribution / active EE | $3,299 | $5,874-43.8% | $5,168-36.2% | $4,840-31.8% |
| Participant deferral / active EE | $6,416 | $6,357+0.9% | $5,569+15.2% | $6,343+1.1% |
| Admin fee / account holder | $4,722 | $19,820-76.2% | $16,245-70.9% | $12,316-61.7% |