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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 | $66,845 | $198,457-66.3% | $170,435-60.8% | $147,586-54.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 26.99% | 257.30%-230.3pp | 205.94%-179.0pp | 578.59%-551.6pp |
| Employer contribution / active EE | $4,183 | $6,183-32.4% | $5,432-23.0% | $4,876-14.2% |
| Participant deferral / active EE | $9,243 | $5,629+64.2% | $4,939+87.1% | $5,439+69.9% |
| Admin fee / account holder | $2,087 | $16,852-87.6% | $13,881-85.0% | $10,886-80.8% |