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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 | $63,152 | $129,737-51.3% | $119,126-47.0% | $154,746-59.2% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 20.21% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,422 | $4,375-44.6% | $4,034-39.9% | $4,379-44.7% |
| Participant deferral / active EE | $9,894 | $5,842+69.4% | $5,318+86.1% | $6,730+47.0% |
| Admin fee / account holder | $1,574 | $11,961-86.8% | $10,693-85.3% | $14,365-89.0% |