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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 | $56,256 | $209,428-73.1% | $178,498-68.5% | $158,950-64.6% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.58% | 188.78%-178.2pp | 151.09%-140.5pp | 302.91%-292.3pp |
| Employer contribution / active EE | $2,599 | $5,707-54.5% | $5,011-48.1% | $4,762-45.4% |
| Participant deferral / active EE | $6,219 | $5,955+4.4% | $5,202+19.6% | $5,983+4.0% |
| Admin fee / account holder | $587 | $17,077-96.6% | $13,985-95.8% | $11,248-94.8% |