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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 | $50,936 | $217,432-76.6% | $185,849-72.6% | $167,536-69.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 10.68% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $5,192 | $5,875-11.6% | $5,169+0.5% | $4,839+7.3% |
| Participant deferral / active EE | $4,447 | $6,357-30.1% | $5,569-20.1% | $6,342-29.9% |
| Admin fee / account holder | $1,241 | $19,818-93.7% | $16,244-92.4% | $12,315-89.9% |