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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 | $102,415 | $198,470-48.4% | $170,444-39.9% | $147,585-30.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.10% | 257.30%-239.2pp | 205.94%-187.8pp | 578.56%-560.5pp |
| Employer contribution / active EE | $3,116 | $6,184-49.6% | $5,433-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $5,271 | $5,629-6.4% | $4,939+6.7% | $5,439-3.1% |
| Admin fee / account holder | $595 | $16,852-96.5% | $13,881-95.7% | $10,885-94.5% |