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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 | $55,871 | $217,432-74.3% | $185,849-69.9% | $167,536-66.7% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.06% | 148.42%-137.4pp | 122.10%-111.0pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,296 | $5,875-60.9% | $5,169-55.6% | $4,839-52.6% |
| Participant deferral / active EE | $4,151 | $6,357-34.7% | $5,569-25.5% | $6,342-34.5% |
| Admin fee / account holder | $1,474 | $19,818-92.6% | $16,244-90.9% | $12,315-88.0% |