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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 | $46,366 | $217,432-78.7% | $185,851-75.1% | $167,553-72.3% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 14.21% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $5,955 | $5,874+1.4% | $5,168+15.2% | $4,840+23.0% |
| Participant deferral / active EE | $7,516 | $6,357+18.2% | $5,569+35.0% | $6,343+18.5% |
| Admin fee / account holder | $2,909 | $19,820-85.3% | $16,245-82.1% | $12,316-76.4% |