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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 | $66,160 | $198,457-66.7% | $170,435-61.2% | $147,586-55.2% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 10.42% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $8,445 | $6,183+36.6% | $5,432+55.5% | $4,876+73.2% |
| Participant deferral / active EE | $6,951 | $5,629+23.5% | $4,939+40.7% | $5,439+27.8% |
| Admin fee / account holder | $703 | $16,852-95.8% | $13,881-94.9% | $10,886-93.5% |