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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 | $38,166 | $198,457-80.8% | $170,435-77.6% | $147,586-74.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.10% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,364 | $6,183-77.9% | $5,432-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $5,603 | $5,629-0.5% | $4,939+13.4% | $5,439+3.0% |
| Admin fee / account holder | $1,096 | $16,852-93.5% | $13,881-92.1% | $10,886-89.9% |