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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 | $54,833 | $148,582-63.1% | $135,942-59.7% | $139,456-60.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 23.25% | 79.26%-56.0pp | 68.28%-45.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $3,012 | $5,245-42.6% | $4,858-38.0% | $4,753-36.6% |
| Participant deferral / active EE | $10,403 | $8,101+28.4% | $7,759+34.1% | $6,711+55.0% |
| Admin fee / account holder | $803 | $12,402-93.5% | $10,764-92.5% | $11,407-93.0% |