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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 | $48,064 | $209,425-77.0% | $178,499-73.1% | $158,966-69.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 24.49% | 188.80%-164.3pp | 151.10%-126.6pp | 302.95%-278.5pp |
| Employer contribution / active EE | $4,393 | $5,707-23.0% | $5,011-12.3% | $4,762-7.7% |
| Participant deferral / active EE | $10,031 | $5,955+68.5% | $5,202+92.8% | $5,983+67.7% |
| Admin fee / account holder | $542 | $17,078-96.8% | $13,986-96.1% | $11,250-95.2% |